Charitable Planning?
Aug 11, 2009 7:07 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 19, 2009 2:23 am
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.Source URL:https://www.wealthmanagement.com/forums/prospecting-marketing-and-selling/charitable-planning