Charitable Giving Strategies To Meet Your Client's Objectives
By Staff WriterCharitable Giving Strategies To Meet Your Clients ObjectivesBy John S. BudihasThere are ultimately only three possible "beneficiaries" of your clients estate assets: their heirs, their ...
February 09, 2003
Financial Professionals Need To Act On Their Own Succession PlansFinancial Professionals Need To Act On Their Own Succession PlansBy Stanley R. SmileyFinancial planning professionals routinely aid their clients in the development of business succession ...
February 09, 2003
Boomers May Go Bust Without Business Succession PlanByThe litany of problems the Baby Boomer generation will face in retirement is familiar-- Social Security, health care and long term care. Now, some advisors ...
February 09, 2003
How To Create Successful Agency Succession PlanningHow To Create Successful Agency Succession PlanningByThink of your business as a relay race, and youve just run a great first leg. Now what? Will ...
February 09, 2003
Regulators Tackling Minimum Interest Rates And VA Capital RequirementsByTwo regulatory projects currently under way could have a major impact on annuities. The first would impact minimum crediting rates and product development for fixed ...
February 09, 2003
The Best Of Spam, The Worst Of SpamThe Best Of Spam, The Worst Of SpamBy Ara C. TremblyEver since Adam sunk his choppers into the wrong apple and got humanity kicked out ...
February 09, 2003
The Myriad Of LTCSenior DesignationsByLas Vegas, Nev. Top executives of five designation programs in the long term care and senior insurance markets tackled the "confusion" issue head on at ...
February 09, 2003
What The 'Big Hitters' DoWhat The Big Hitters Do By Steven R. CraigAll business people recognize that a business must grow or face inevitable decline and death. Ambitious agents ...