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.
Making Scripture Part Of The Plan
By Warren S. HerschThe next time you care to lend a historical perspective to a discussion about saving and investing, you might recount well-worn stories about the ...
June 29, 2005
How To Add Spine To The Wavering ClientRejection by a prospective client is seldom a happy experience. What can make the rebuff doubly difficult is when the prospect is the dithering ...
June 14, 2005
Take A Financial Planning ApproachProducers who focus exclusively on the executive benefits market would do well to consider a comprehensive approach that includes estate planning, financial planning and ...
June 01, 2005
Theres No Stand Like A GrandstandThere's No StandLike A GrandstandExcept for congratulating itself, there is nothing that Congress--and, in particular, the United States Senate--enjoys so much as excoriating witnesses ...
May 20, 2005
Minnesota Foundation Is Now SecurianThe Minnesota Mutual Foundation is now the Securian Foundation, according to a company announcement made Friday.Earlier this year, Minnesota Life, St. Paul, changed its ...
January 26, 2005
Many Affluent Americans VolunteerNU Online News Service, Jan. 26, 2005, 5:48 p.m. ESTU.S. residents who earn more than $75,000 per year are more likely than other U.S. ...
January 19, 2005
Insurer Introduces Charitable Giving Planning ProgramNU Online News Service, Jan. 19, 2005, 5:13 p.m. ESTSun Life Financial U.S., Wellesley Hills, Mass., has set up a program to help producers ...