Mike McGlothlin
EVP, Retirement Solutions
Advanced Planning
Make Charitable Giving Easier with Life Insurance
If you're working with philanthropic clients, life insurance can be an effective strategy to maximize giving. Whether naming a charity or purchasing a new policy, here's a quick overview of how clients can create a larger donation at a lower cost.
|
2 minutes
|
Share Video
Practice Management
David Bruce, Elyse Archer
April 2024 • 56 minutes