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.
Agent Board Membership Is Challenged
By Susanne SclafaneByCan independent agents be trusted to serve as independent directors on the board of an insurance company? That question is at the heart of a ...
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 ...
February 03, 2002
Charitable Lead Trusts: Not The Ugly Duckling Of Charitable PlanningCharitable Lead Trusts: Not The Ugly Duckling Of Charitable PlanningLast year, I had the privilege of co-authoring Tools & Techniques of Charitable Planninga book published ...
January 17, 2002
AIG Calls Off Hyundai TalksNU Online News Service, Jan. 17, 6:14 p.m. -- American International Group Inc., New York, has called off negotiations to invest in three financial ...
January 13, 2002
Why Is the FPA Backing This Bill?A pending reform bill would promote double dipping
January 03, 2002
The Giving SeasonEditor For children, the just-passed holiday season is mostly about getting. For adults, this doesn't totally change, of course. As I write this, I think about...
December 27, 2001
National Underwriter Publishes Charitable Giving GuideNU Online News Service, Dec. 27, 1:09 p.m. -- The National Underwriter Company, Erlanger, Ky., the company that sponsors this Web site, has published ...