College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
When Kids Choose to "Do Good"
By Staff WriterMany of today's young people want to make the world a better place. For some, this may take priority over finishing college, usually against their...
July 30, 2006
Don't Underestimate The Value Of An Initial Prospect MeetingThe commoditization of financial services can be seen almost everywhere you look. Banks are offering brokerage services. Brokerage firms are launching banking platforms. Even Wal-Mart ...
July 27, 2006
Insurance School Schedules CeremonyThe American College plans to start a 3-day symposium and commencement event Nov. 8 in San Francisco.The commencement ceremony, set for Nov. 10, will honor ...
July 01, 2006
NUMEROLOGYThe College Savings Foundation released a report conducted by Financial Research Corporation which found that assets in 529 college savings plans rose to an estimated...
July 01, 2006
Tackling the ChallengesWhat are the biggest challenges facing the profession in the years ahead? According to the 12 members of the IA Leaders' Council, they are finding...
June 25, 2006
Group Legal Plans Help Employees Cope With New Bankruptcy RulesIn an age of complicated mortgages and complicated health plans, more and more employees run the risk of facing serious financial problems. Benefits advisors who ...
April 30, 2006
The Case For Private Split-Dollar LoansIt has been more than two years since the Internal Revenue Service published final split-dollar regulations in September 2003. While there has been limited activity ...
April 30, 2006
The Case For Private Split-Dollar LoansIt has been more than two years since the Internal Revenue Service published final split-dollar regulations in September 2003. While there has been limited activity ...