Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
MetLife Affiliate Supports Hispanic Outreach Effort
By Staff WriterThe charitable arm of a large insurer is backing efforts to help older Hispanic Americans cope with Alzheimer's disease.The MetLife Foundation, an affiliate of MetLife ...
August 01, 2005
Fill 'er UpThe 529 college savings plan market is booming--particularly among plans sold through advisors. At the end of 2004, 82% of 529 sales came from advisor-sold...
June 01, 2005
Ready for SchoolOther than their homes, your clients' largest lifetime expense may be paying for their children's or grandchildren's education. Annual tuition at private schools can range...
February 01, 2005
The Next Stage for Life PlanningIt's December and there's snow on the ground outside George Kinder's office, a couple of blocks from Harvard Square in Cambridge, Massachusetts. So you can't...
August 01, 2004
Coming of AgeWhy do Americans of all wealth levels continue to pour money into 529 college savings plans? The answer is simple: the cost of higher education...
April 01, 2004
Buy Now, Save LaterThe mounting assets in 529 college savings plans are a telltale sign of their popularity: From $19.2 billion in assets at the beginning of 2003,...
August 01, 2003
Campus CrusadeIn 1999, less than half the states in the U.S. offered 529 college savings plans. Among those that did, investment choices were limited, maximum contribution...