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.
Minnesota Foundation Is Now Securian
By Staff WriterThe 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 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 ...
January 18, 2005
Marketing Network Adds N.J. FirmNU Online News Service, Jan. 18, 2005, 5:02 p.m. ESTGreenberg & Rapp Financial Group Inc., East Hanover, N.J., has become a provisional member of ...
December 09, 2004
Help Your Community Foundation Help YouA philanthropic consultantsomeone who can help you start discussing charitable giving with your clientsis waiting to help you.As you meet the needs of your client, ...
December 09, 2004
Charitable Giving Can Enhance Business Succession PlansCharitable Giving Can Enhance Business Succession PlansOf all the stratagems and financial modeling that advisors explore when engaged in business succession planning with their clients, ...
September 22, 2004
Manulife Combines Essex, Logan WoodNU Online News Service, Sept. 22, 2004, 3:25 p.m. EDTManulife Financial Corp., Toronto, is promoting Robert Cassato and giving him responsibility for more distribution ...
September 08, 2004
Teaming With Other AdvisorsProducers often need to win over the small business owners accountant and attorneyBy Warren S. HerschAs often as not, the small business insurance and financial ...
August 11, 2004
When Advisors Get JiltedIs it more valuable for financial advisors to know whether their clients are happy or unhappy with their services?While a case could be made for ...