Re-Engaging High-Net-Worth Clients After Three Tough Years
By Walter H. ZultowskiRe-Engaging High-Net-Worth Clients After Three Tough YearsThe volatile equity markets of recent years clearly left their mark on the financial holdings of the high-net-worth market. ...
November 06, 2003
Prospecting Ideas For AdvisorsBy"Thars gold in them thar hills!" You still can almost hear the echo of those words shouted over 100 years ago as miners young ...
November 06, 2003
The Beneficiary Controlled Trust Allows Many OptionsThe Beneficiary Controlled Trust Allows Many Options BySuppose youve been advised that your wealthy great uncle recently has passed away. Being his favorite nephew, he ...
November 06, 2003
Designing The Trust To Maximize ResultsDesigning The Trust To Maximize ResultsOnce it has been decided that a Beneficiary Controlled Trust should be used, the design of the trust to achieve ...
November 06, 2003
Need Additional Support? Look To Your Internal WholesalerNeed Additional Support? Look To Your Internal WholesalerByMany of todays financial services professionals are faced with challenges they never experienced before. Recent levels of market ...
November 06, 2003
Time To Act On Split-Dollar 'Safe Harbor' ProvisionsTime To Act On Split-Dollar Safe Harbor ProvisionsByThe good news is that the Internal Revenue Service has issued rules finalizing the previously proposed split-dollar regulations ...
November 05, 2003
Familymeds To Supply Extra Info For FSA Administration Card UsersNU Online News Service, Nov. 5, 2003, 4:12 p.m. EST -- Familymeds Inc., Farmington, Conn., has agreed to help Med-i-Bank Inc., Waltham, Mass., send ...
November 05, 2003
Massachusetts Regulators Continue To Meet The BoardsNU Online News Service, Nov. 5, 2003, 6:09 p.m. EST -- Insurance regulators outside Massachusetts may copy a Bay State initiative that has officials ...