Charitable Planning?

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Aug 11, 2009 3:07 pm

Has anyone approached leaders of non-profit organization and churches to market charitable giving through life insurance?

 
Any experts in here with CAP designation to answer some questions?
 
 
Aug 18, 2009 10:23 pm

The president of our indy firm has had great success with his Charitable Gifting Strategy.  I think its safe to say that every charity within a 200 mile radius of our office will be thriving for decades.


I personally haven't proactively conducted seminars or approached organizations on this strategy (only to my current clients), and as a Canadian I don't know all of the details on Tax and Retirement planning in the US, but from the prospecting side it DOES work.