GAO Recruits Members For MMA Working Group
By Staff WriterNU Online News Service, Dec. 9, 2004, 3:15 p.m. ESTThe government is setting up a 14-member group that could help shape the future of ...
December 09, 2004
NAIC Puts Broker Comp Model On Fast TrackByNew OrleansFollowing up on a promise for completion by year-end of a model regulation to address broker compensation disclosure, regulators turned their attention to what ...
December 09, 2004
Help Your Community Foundation Help YouA philanthropic consultantsomeone who can help you start discussing charitable giving with your clientsis waiting to help you.As you meet the needs of your client, ...
December 09, 2004
Using The NIMCRUT For Charitable PlanningByInsurance professionals have long been familiar with the myriad uses of life insurance in estate planning, particularly for charitable gifting. Less appreciated is the role ...
December 09, 2004
VA Sales Lost Some Momentum In 3QYear-to-date sales are minimally ahead of last yearBy Rick CareyVariable annuity sales momentum for 2004 dropped off substantially in the third quarter from the first ...
December 09, 2004
Charitable Giving Can Enhance Business Succession PlansCharitable Giving Can Enhance Business Succession PlansOf all the stratagems and financial modeling that advisors explore when engaged in business succession planning with their clients, ...
December 09, 2004
Questions That Need To Be AskedByAccording to most Washington observers, debate on how best to reform or restructure the Social Security system will soon begin. No doubt it will be ...
December 09, 2004
Go top of page 10 with Nonqualified Annuities kickerSuccessful Charitable Planning Starts With An Understanding Of Client MotivationsByCharitable planning represents a tremendous opportunity for financial services professionals, but few have successfully incorporated client ...