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?
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.