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.
After California Court Decision, Industry Pushes For Uniform Standards
By Arthur D. PostalAfter California Court Decision,Industry Pushes For Uniform StandardsWashingtonThe financial services industry is taking a two-pronged approach toward a California federal court decision that calls into ...
March 01, 2004
Public Speaking TipsHere are some additional tips for giving a great presentation. DOs o Arrive at least 45 minutes early. o Start and end on time. o Speak before food is...
February 26, 2004
Allstate Gives Its Agents Their Own Web SitesAllstate Gives Its Agents Their Own Web SitesByAllstate Insurance Company is helping its 11,000 exclusive agents create their own individual Web sites.Visitors to Allstate.com, Allstates ...
February 11, 2004
Jackson National Goes After Bank VA MarketNU Online News Service, Feb. 11, 2004, 6:06 p.m. EST -- Jackson National Life Insurance Company wants to put even more emphasis on selling ...
February 01, 2004
Learning to Speak UpWhy give a talk to an investor audience? Your calendar is already full. Your to-do list is overflowing. Better to take a pass, right? Wrong. A...
January 01, 2004
Walking The Tightrope Of An Improving, But Still Uncertain, EconomyWalking The Tightrope Of An Improving, But Still Uncertain, EconomyIts really something to behold, when press releases arrive here saying, "We hired 20 new people ...
December 18, 2003
Stock Rebound Helps Schwab Fund ContributionsNU Online News Service, Dec. 18, 2003, 9:45 a.m. EST -- The Schwab Fund for Charitable Giving, San Francisco, a donor-advised charitable fund, says ...
December 05, 2003
UnitedHealth Gives Feds More Time To Eye DealNU Online News Service, Dec. 5, 2003, 11:07 a.m. EST -- UnitedHealth Group Inc., Minnetonka, Minn., says it is giving antitrust regulators at the ...