Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
8 ways to increase your sales success
By staff WriterHere are eight tips for improving your insurance sales and marketing strategies. By using just one or two of these ideas, you can make stronger connections with more prospects and clients.
January 19, 2010
5 steps for the perfect presentationHere are five specific steps to help make your next presentation into your next sale.
January 18, 2010
Estate Taxes and the Carryover BasisThe repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date.
January 13, 2010
Goldman CEO Gives Thumbs Up to Fiduciary Standard for BrokersBlankfein and other Wall Street CEOs take a beating as federal investigators probe them on causes of financial crisis
January 13, 2010
Time for a Transition (V): Ramp Up Your Marketing Plans in 2010Here are three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices.
January 11, 2010
Foundation For FSP Paradise Winner AnnouncedCharles M. Kardon, CLU, ChFC, MSFS, of Dayton, Ohio, is the winner of the Foundation for Financial Service Professionals drawing for a vacation for four in Cabo San Lucas, Mexico.
January 01, 2010
Ten for 2010Take these ten digestible steps this year to regain control of your practices and get back on the road to growth. 1. Assess pricing strategy 2. Determine...
January 01, 2010
Clark at Large: The Riddle of the CFP BoardWith Thanksgiving past and the new year approaching as I write this, it's a perfect time to kick back and contemplate the year that was...