Say Good-bye To Goldilocks
By Staff WriterI could not have been more pleased than when I read about some major trade groups pushing the Treasury Department to modify the use it ...
December 09, 2004
Using The NIMCRUT For Charitable PlanningByInsurance professionals have long been familiar with the myriad uses of life insurance in estate planning, particularly for charitable gifting. Less appreciated is the role ...
December 09, 2004
VA Sales Lost Some Momentum In 3QYear-to-date sales are minimally ahead of last yearBy Rick CareyVariable annuity sales momentum for 2004 dropped off substantially in the third quarter from the first ...
December 09, 2004
Charitable Giving Can Enhance Business Succession PlansCharitable Giving Can Enhance Business Succession PlansOf all the stratagems and financial modeling that advisors explore when engaged in business succession planning with their clients, ...
December 09, 2004
Questions That Need To Be AskedByAccording to most Washington observers, debate on how best to reform or restructure the Social Security system will soon begin. No doubt it will be ...
December 09, 2004
Go top of page 10 with Nonqualified Annuities kickerSuccessful Charitable Planning Starts With An Understanding Of Client MotivationsByCharitable planning represents a tremendous opportunity for financial services professionals, but few have successfully incorporated client ...
December 08, 2004
Survey: Medical Bills Affect InvestmentsNU Online News Service, Dec. 8, 2004, 3:42 p.m. ESTU.S. health care costs could be hurting the performance of the stock market.[@@]The National Association ...
December 08, 2004
GHI To Fill 911 Coverage GapNU Online News Service, Dec. 8, 2004, 4:57 p.m. ESTA New York health insurer is offering a special group health plan for consumers who ...