A well-developed philanthropy plan should be a core part of your client's overall financial plan.
Working With Clients to Develop an Effective Gifting
By Tamara Perry-Lunardo on 4/18/17 1:38 PM
TOPIC LIST :
- Grow Your Business (535)
- Member Spotlight (177)
- Press Release (165)
- People News (112)
- Members (104)
- Industry News (92)
- Loyal Member Profile (87)
- Podcast (78)
- Life Insurance & Annuities (75)
- New Member Profile (70)
- Awards (67)
- Leaders (63)
- MembershipPays (60)
- Sales (56)
- Advisor Today (54)
- Insurance (54)
- Potential Partners for Advisors (54)
- Protect Your Business (50)
- Financial Planning (43)
- Diversity (41)
- Webinar (39)
- Business Performance Center (34)
- Long-Term Care (33)
- LACP (30)
- Membership (30)
- Limited & Extended Care Planning Center (27)
- Loyal Member (26)
- Talent Development Center (26)
- Advocacy (24)
- Disability Insurance (24)
- 4 Under 40 (23)
- COVID-19 (23)
- Leadership (23)
- Professional Development (23)
- Life Insurance Awareness Month (22)
- NAIFA 100% Agency (21)
- NAIFA Partner (21)
- LIMRA (20)
- Retirement (20)
- Certifications & Designations (19)
- Federal Advocacy (18)
- Long-Term Care Insurance (18)
- Medicare (18)
- Technology (18)
- Life Happens (16)
- Retirement Planning (16)
- Finance (15)
- Financial Literacy (15)
- Health Care (15)
- Social Media (15)
- Consumers (14)
- Marketing (14)
- Prospecting (14)
- Research/Trends (14)
- Apex (13)
- Running Your Practice (13)
- Technology Tools (13)
- #NAIFAProud (12)
- Legislation & Regulations (12)
- Sales & Marketing (12)
- Ethics (11)
- Group & Employee Benefits (11)
- DIAM (10)
- FinTech (10)
- Referrals (10)
- Reverse Mortgages (10)
- Small Business (10)
- Planning in Advance (9)
- Practice Management (9)
- Advanced Planning (8)
- Benefits (8)
- Grassroots (8)
- Limited Care (8)
- Producer Sales & Marketing (8)
- YAT (8)
- Financial Wellness (7)
- Advocacy Partnerships (6)
- Annuity Awareness Month (6)
- DOL (6)
- FSP (6)
- Financial Security (6)
- Legislative Day (5)
- Life Annuity Certified Professional (LACP) Program (5)
- Loan (5)
- Taxes (5)
- American College (4)
- Continuing Education (4)
- Disability Income Insurance (4)
- Disability Insurance Awareness Month (4)
- Extended Care (4)
- Help Protect Our Families (4)
- IFAPAC (4)
- Message From the CEO (4)
- Retirement Plans (4)
- Social Media Marketing (4)
- State Advocacy (4)
- Women (4)
- Annuity Best Interest (3)
- CRM (3)
- Congressional Conference (3)
- Diverse Markets (3)
- Estate Planning (3)
- Fiduciary (3)
- Financial Security Alliance (3)
- Future Leaders (3)
- Lifestyle Planning (3)
- NAIFA Foundation (3)
- NAIFA Live (3)
- 2025 Strategic Plan (2)
- 401(k) (2)
- Careers in Financial Services (2)
- Colorado (2)
- Compliance (2)
- Congress (2)
- Education (2)
- Financial Security Champion (2)
- Get Out the Vote (2)
- Investing (2)
- LILI (2)
- Lead Generation (2)
- MDRT (2)
- Medicaid (2)
- NAIFA Proud (2)
- NLC (2)
- Networking (2)
- New York (2)
- Regulation Best Interest (2)
- SECURE 2.0 (2)
- Savings (2)
- Standard of Care & Consumer Protection (2)
- WIFS (2)
- Asset-Map (1)
- Benefits of a Financial Advisor (1)
- Books (1)
- Connecticut (1)
- Data Security (1)
- FSP Journal (1)
- Hall of Fame (1)
- LTC (1)
- LUTCF (1)
- Legacy Planning Tools (1)
- Lifetime Healthcare Center (1)
- LinkedIn (1)
- Medicare Part D (1)
- Missouri (1)
- NAIC Model Regulation (1)
- NAIFA CEO (1)
- NAIFA Texas (1)
- NAIFA-Texas State Conference (1)
- New Jersey (1)
- Property & Casualty Insurance (1)
- Social Security (1)
- Succession Planning (1)
- Tax Reform (1)
- Tax Savings (1)
- Time Management (1)
- Washington (1)
- White House (1)