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.
Older Windows Versions May Cause Problems For Agency Systems
By Ara C. TremblyOlder Windows Versions May Cause Problems For Agency SystemsLas Vegas Older versions of the Microsoft Windows operating system are far less efficient and may hurt ...
October 30, 2002
Assess Brands For New Profit Opportunities: ConsultantNU Online News Service, Oct. 30, 2:10 p.m. -- Senior executives should look at how each of their company's brands fit the business's overall ...
October 01, 2002
Nationwide Completes Provident AcquisitionNU Online News Service, Oct. 1, 8:08 p.m. -- Nationwide Financial Services Inc., Columbus, Ohio, says it has completed a previously announced $1.1 billion ...
September 03, 2002
California Blue Shield Hires OptumNU Online News Service, Sept. 3, 10:43 a.m. -- Blue Shield of California, San Francisco, has hired Optmum Inc., Golden Valley, Minn., to help ...
September 03, 2002
Sullenger To Lead MDRTNU Online News Service, Sept. 3, 1:30 p.m. -- The Million Dollar Round Table, Park Ridge, Ill., says it has picked Richard Sullenger to ...
September 01, 2002
What Agents Deal With In Moving To Fee-Based PlanningWhat Agents Deal With In Moving To Fee-Based PlanningByTwo appointments--3 hours. Detailed needs analysis--4 hours. Time spent driving to and from a prospects home--2 hours, ...
September 01, 2002
Avoiding the SpiralMany financial professionals are giving away their time, energy, and expertise for free in the form of unpaid sales presentations and elaborate financial plans with...