Advisors Must Take Care To Deal With Qualified Charitable Organizations
By Richard C. BaierAdvisors Must Take Care To Deal With Qualified Charitable OrganizationsA qualified charity is one that is tax-exempt and is eligible to receive contributions that are ...
December 01, 2002
CRT RestrictionsCharitable Remainder Trusts can be funded with many types of assets. However, there exist very specific rules that need to be followed to ensure the ...
December 01, 2002
On Federal Chartering, Life Insurers Must Be Prepared To Go It AloneOn Federal Chartering, Life Insurers Must Be Prepared To Go It Alone Next to taxation, optional federal chartering of insurance companies will likely be the ...
December 01, 2002
Despite Bear Market, Advisors Need Strategies For Charitable GivingDespite the recent difficult economy, advisors should know many of their clients remain committed to charitable giving and philanthropic causes. History shows this to be ...
December 01, 2002
2002 MDRT Membership - Top 10 CountriesRank TOTAL 1 USA 13,899 2 Japan 2,473 3 South Korea 1,825 4 Singapore 1,532 ...
December 01, 2002
Dalbar To Rate Suppliers Of Insurance CompaniesDalbar To Rate Suppliers Of Insurance Companies ByDalbar Inc., a financial services research company in Boston, says it will soon introduce a supplier-rating program to ...
December 01, 2002
Why Some Insurers Are Focusing On Brokerage DistributionByBoca Raton, Fla. To be successful distributing products through the insurance brokerage system, some companies are making brokerage distribution their main, and often only, focus.That ...
December 01, 2002
Third Quarter VA Sales Up 7.8% Over Last Year To $27.7 BillionThird-Quarter VA Sales Up 7.8% Over Last Year To $27.7 BillionByThird-quarter new variable annuity sales of $27.7 billion posted a 7.8% increase over last years ...