[REPLAY] Charitable Giving Strategies from Athene

Recorded 06/13/2024 

Join Jay Kautt, Vice President of Advanced Market Sales at Athene, for a live discussion on trending charitable planning strategies. With charitable planning increasingly becoming a topic clients are eager to discuss, the agenda presents a valuable opportunity to:

  • Discover top charitable planning strategies
  • Learn tax-savings and Required Minimum Distribution (RMD) benefits that can maximize impact
  • Receive Athene’s Charitable Planning Resource Toolkit, including:
    • Our recently released “The Qualified Charitable Distribution” whitepaper
    • A Qualified Charitable Distribution FAQ
    • A step-by-step job aid detailing how you can assist clients in making a Qualified Charitable Distribution