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.
Leveraging The Benefits Of Event Marketing
By Warren S. Hersch"The hardest part of this business is meeting people in a favorable manner," says Glenn Fasani. "One way to do that is by organizing small gatherings of affinity groups that help you to connect on a personal level with prospects."
April 01, 2007
Walkin' the WalkYou gotta respect a man who puts his money where is mouth is. Mark Hurley has received considerable publicity over the past ten years for...
April 01, 2007
LPL to Buy Three PacLife BDs and Near the 10,000-FA MarkAfter months of speculation, LPL Financial Services says it has reached a deal to acquire three of Pacific Life Insurance Company's broker-dealers: Mutual Service Corporation,...
March 31, 2007
Help make your client's gifts countIt stands to reason, as an investment professional, that you are mindful of maximizing all of your clients' investments, even their charitable ones, right? I recently attended an event to learn more about these investment options and spoke about
March 21, 2007
III Offers Free Financial Inventory SoftwareThe Insurance Information Institute is giving away a program that consumers can use to organize financial information and guide heirs and beneficiaries in filing claims.The ...
March 19, 2007
FPA Asks SEC for Formal GuidanceIn a formal letter to the commission, FPA has asked for regulatory guidance in understanding the differences between financial planning and fee-based brokerage services under a special exemption that broker-dealers have from the Investment Advisers Act of 1940.
March 11, 2007
The Charitable IRA Rollover OpportunityAs we know, life insurance is an important tool in charitable giving. The "multiplier" created by the difference between the premium and the death benefit ...
March 11, 2007
The Charitable IRA Rollover OpportunityAs we know, life insurance is an important tool in charitable giving. The "multiplier" created by the difference between the premium and the death benefit ...