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.
Professionalism Is a Sales Advantage
By Harold L. GellerThis MDRT Annual Meeting propounds a message: The best in the industry want to be even better. They want to learn. They want to teach. ...
June 20, 2008
MDRT Arm Gives To Quake Recovery EffortThe Million Dollar Round Table Foundation is giving $10,000 to the Red Cross Society of China to help support the victims of the 7.9 magnitude ...
June 01, 2008
It Can Be Easy Being GreenDespite what kermit the Frog sings, it's not so tough being green. Below is a list of some small and relatively painless steps that you...
June 01, 2008
Which Advisors Will Thrive?Strategic planner Dan Sullivan bases this book on one premise: Never has there been a more exciting time to be a financial advisor. Historically, he...
May 28, 2008
Charitable donations$295,000,000,000 - According to Giving USA 2007, the amount U.S. donors gave directly to charitable causes in 2006. 40 - The percentage of affluent Americans that...
May 28, 2008
Eight out of 10 advisors say they lack necessary charitable giving expertiseA recent survey from Schwab Charitable on charitable giving found: Wealthy Americans give 8 - 10 percent of annual income to charity, compared with 2...
May 28, 2008
Boomer advisors too reluctant to broach charity topicThe United Nations recently scolded Americans for not giving enough to poor countries, but here's a simple fact to make us all feel better; more...
May 01, 2008
Further MomentumIf your clients haven't already asked about socially responsible investing (SRI), they probably will in the near future. SRI has established itself firmly as a...