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.
California Brings Back Privacy Bill
By Jim ConnollyNU Online News Service, Aug. 22, 6:33 p.m. -- The California state legislature is reviving Senate Bill 773, a dormant consumer financial privacy bill.The ...
June 30, 2002
6,000 Gather To Celebrate MDRT's 75th6,000 Gather To Celebrate MDRTs 75thByNashville, Tenn. A crowd of some 6000 Million Dollar Round Table members came to Nashville from all over the United ...
June 01, 2002
The IA Interview: Defining the ProfessionOne nice thing about the Financial Planning Association's annual retreat is that it lets advisors get away from their day-to-day concerns and focus on long-term...
May 12, 2002
Agent Board Membership Is ChallengedByCan independent agents be trusted to serve as independent directors on the board of an insurance company? That question is at the heart of a ...
May 05, 2002
Advisor: Seniors Can Be A Tough Sell, But Well Worth ItByScottsdale, Ariz. One of the keys to selling investment products to senior citizens is recognizing that most of them live to some extent in a ...
February 17, 2002
Enron Debacle Has Advisors Revisiting Clients With Diversification MessageEnron Debacle Has Advisors Revisiting Clients With Diversification MessageByWith another crisis on the front page of every newspaper--this time in the form of Enron's bankruptcy--financial ...
February 15, 2002
M Financial Adds Five Member FirmsNU Online News Service, Feb. 15, 12:37 p.m. -- M Financial Group, Portland, Ore., a financial services marketing cooperative, has added five new member ...