Get simple and straightforward strategies to enhance a legacy to loved ones or a charity while reducing taxes. Michael G. Connell, Director, Prudential Financial, will present:
The foundations of charitable giving, including motivations and questions you can use to start the conversation with clients.
How life insurance can be used to help individuals leave a more meaningful gift to the cause that’s most important to them.
The different ways life insurance can be used, and the advantages and disadvantages of each.
Also, find the most current legacy content on the Trimester site to help you put it all to work in your business.
Get simple and straightforward strategies to enhance a legacy to loved ones or a charity while reducing taxes. Michael G. Connell, Director, Prudential Financial, will present:
Also, find the most current legacy content on the Trimester site to help you put it all to work in your business.
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