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.
Sullenger To Lead MDRT
By Staff WriterNU 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
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...
August 22, 2002
California Brings Back Privacy BillNU 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 ...
August 18, 2002
More Carriers Now Offering Fee-Based Financial PlanningMore Carriers Now Offering Fee-Based Financial PlanningByAt one time, agents who were new to the business were trained to tell new prospects, "There is no ...
August 01, 2002
In God We TrustScott Neal was once asked to lead a church seminar that an organizer had dubbed "Christian Financial Planning." "That'll be one darn short seminar," 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...