Usin 'ChOLI' To Spice Up A Planned Giving Program
By Staff WriterUsing 'ChOLI' To Spice Up A Planned Giving ProgramBy James R. AllenThere are many charitable giving techniques that can be incorporated into a financial or ...
December 02, 2001
9-Month Variable Annuity Sales Off 20% From Last Year9-Month Variable Annuity Sales Off 20% From Last YearByFor the variable annuity industry, with its paths so closely tied to the state of equities markets, ...
December 02, 2001
'Win-Win-Win' Planning With Charitable Rremainder Trusts'Win-Win-Win' Planning With Charitable Remainder TrustsFor years in the life insurance community, it seemed that charitable planning was much like the weathereveryone talked about it, ...
December 02, 2001
Be Careful When Discussing The Merits Of Private FoundationsBe Careful When Discussing The Merits Of Private FoundationsByYou hear it pretty regularly: If you want to make large tax-deductible charitable donations and yet maintain ...
December 02, 2001
Use Donor-Advised Fnds To Leverage Charitable GiftsUse Donor-Advised Funds To Leverage Charitable Gifts ByDonor-advised funds present an exciting opportunity for financial advisors to expand their role in the charitable giving ...
December 02, 2001
An Hour With SyAn Hour With SyNew York Any hour with Sy Sternberg is a crowded one. Mine was--around his world in 60 minutes mining nuggets of insight. ...
December 02, 2001
Check Out Local Community FoundationsByCommunity foundations have become the fastest growing sector of philanthropy. In 2000 alone, the 664 community foundations across America received new gifts over $4 billion ...
December 02, 2001
Do Independent Agents Have A Future? NAILBA Speakers Say 'Yes'Do Independent Agents Have A Future? NAILBA Speakers Say YesByDallas The independent agency system definitely has a future, asserted Charles M. Kavitsky, senior vice president ...