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.
Conseco Takes Step Toward Refinancing Debt
By Staff WriterConseco Inc. has completed previously announced plans to raise $300 million by issuing convertible "debentures," or unsecured notes, through a private placement.[@@]Conseco, Carmel, Ind., ...
July 23, 2005
CFP's New Fiduciary Standard: Ho-hum Or Can Of Worms?For life insurance professionals who hold or desire the certified financial planner mark, the standard of client care required of a CFP designee has been being ratcheted up a notch. A new fiduciary standard that took effect on July 1, and...
July 14, 2005
MetLife Donates $500,000 To Community CollegesThe MetLife Foundation says it will be giving a total of $500,000 to 11 community colleges throughout the United States.[@@]The grants will range from ...
July 06, 2005
Securian Names ManagerSecurian Financial Group has promoted Karen Springer Leighton to manager of management services.[@@]Leighton previously was a senior consulting analyst at Securian, St. Paul, Minn. ...
July 05, 2005
Hancock Recognizes 100-Year-Old CLU HolderJohn Hancock Life Insurance Company has recognized Margaret Bradshaw by making a large contribution to The American College in her honor.[@@]The American College, a ...
June 29, 2005
Are You Illustrating Loans And Withdrawals?Do you illustrate loans and withdrawals on your participating whole life insurance illustrations? Is it necessary? Is it good for your business? Is it ...
June 29, 2005
Leveraging Dormant Assets The Safe WayAny professional running a business with significant annual collections is susceptible to litigation from creditors, with the risk of the income stream being attached ...
June 27, 2005
Bill Could Lift Reverse Mortgage Volume CapBill Could Lift Reverse Mortgage Volume CapThe U.S. House of Representatives is considering a bill, H.R. 2892, that could eliminate volume caps on reverse ...