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.
Are 529 Plans The Right Option For Your Boomer Clients?
By Trevor ThomasAre 529 Plans The Right Option For Your Boomer Clients?ByProducers and financial advisors who want to increase sales of 529 college savings plans need to ...
September 07, 2003
As Sales Teams Proliferate, Sources Of Conflict Are Being StudiedAs Sales Teams Proliferate, Sources Of Conflict Are Being StudiedByWith more practitioners working in a sales team environment, educators are examining the different elements that ...
September 03, 2003
Oak Street To Lend Against Agent Commission StreamsNU Online News Service, Sept. 3, 2003, 1:32 p.m. EDT -- Great Western Loans & Investments L.P., Carmel, Ind., which does business as Oak ...
August 24, 2003
'A Family Bank' Can Serve Many Planning PurposesA Family Bank Can ServeMany Planning Purposes ByMost baby boomers are looking to preserve the wealth theyve built up over the course of their lives, ...
August 24, 2003
Did You Know?Close to two-thirds of parents and grandparents are not at all familiar with the Section 529 college savings plans, a recent survey finds. However, ...
August 24, 2003
Let's Avoid Factions In College-Society RiftLets Avoid Factions In College-Society Rift To The Editor: In the current difficulties between the American College and the Society of Financial Service Professionals, no ...
August 24, 2003
Advisors Look At When And How To Sell 529 Plans To BoomersAdvisors Look At When And How To Sell 529 Plans To BoomersByBaby boomers talk a lot about planning to pay for their kids college education, ...
August 19, 2003
Allmerica Hires Eppinger To Be PresidentNU Online News Service, Aug. 19, 2003, 5:37 p.m. EDT -- Allmerica Financial Corp., Worcester, Mass., has hired Frederick Eppinger to be its president ...