Why L-Share VAs Are Selling So Well
By Linda KocoByWashington Some clients say, "My annuity has come due," or "My annuity has matured," noted Richard Randa during a panel here. But that is not ...
November 25, 2003
Split Your Clients Charitable Gifts: Give Today, Provide For TomorrowSplit Your Clients Charitable Gifts: Give Today, Provide For TomorrowMany clients pride themselves on their charitable interests. In working with clients on their charitable goals, ...
November 25, 2003
Life Insurance: Cost-Effective Way To Generate Funds For CharitiesLife Insurance: Cost-Effective Way To Generate Funds For CharitiesByIt seems silly to spend 100 cents on the dollar to make charitable gifts when a more ...
November 25, 2003
Help Your Clients Make The Most Of Their Charitable GiftsEach year, Americans give billions of dollars to support their favorite charities. Total charitable giving reached $240.92 billion in 2002, with 76.3% of that figure ...
November 25, 2003
Talking To Clients About CharitiesByWorking in the charitable giving area has great rewards for planners: It helps them build better relationships with clients while aiding their local charitable ...
November 25, 2003
Insurers Ready For AICPA Guideline On Guarantees In Variable ProductsInsurers Ready For AICPA Guideline On Guarantees In Variable ProductsByInsurers have started announcing anticipated charges to reflect a new accounting guideline that will largely affect ...
November 24, 2003
Stock Funds Gather AssetsNov. 21, 2003 -- Stock funds gained assets in the week ended Nov. 19, while investors pulled money out of bond funds, according to TrimTabs.com. Domestic...
November 24, 2003
Mezzacappa Registers Two FundsNEW YORK (HedgeWorld.com)--Fund of funds manager Mezzacappa Investors LLC registered two new vehicles with the Securities and Exchange Commission. One, Mezzacappa Long/Short Fund, allocates to managers...