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.
Tools to diffuse rate increase rage
By Margie BarrieQ. Several carriers I represent will be pursuing rate increases in the states where I do business. What I can say to my clients when they receive a premium rate increase to lessen the negative impact? A. As agents, we all cringe when contemplating
October 01, 2006
Advisor AdvocateA colleague once told Keith Gregg: "You're a business acceleration specialist. You know how to grow the hell out of things." And it's true. He's taken...
September 30, 2006
Pay attention to your attentionKnowing the answers to these questions could impact your sales success more than you can imagine, not only for today but for the rest of your career. In my last column, I shared with you how you could "be in the zone anytime you want" and "double
September 24, 2006
Helping Boomers To Start Talking About MoneyOften, older baby boomers have a hard time opening up and taking about money, especially their own money and their personal money plans, say several ...
September 24, 2006
Helping Boomers To Start Talking About MoneyOften, older baby boomers have a hard time opening up and taking about money, especially their own money and their personal money plans, say several ...
September 13, 2006
Charitable Price Cut by T. Rowe PriceThe T. Rowe Price Program for Charitable Giving, a national donor-advised fund, has reduced its annual administration fee, effective September 1, 2006, by varying amounts on asset balances of $500,000 or more.
September 01, 2006
How to Succeed, over SaladHigh-level business executives like James R. Cannon tend to shun hyper-caloric business lunches. Besides, coming from Phoenix, where AIG Financial Advisors is headquartered, you no...
September 01, 2006
Board to Death: ReloadedOne the things I love most about covering financial planning is the CFP Board. They may be the worst thing to happen to the planning...