Skip navigation

Charitable Planning?

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
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.