Mike McGlothlin
EVP, Retirement Solutions
Disability Insurance
Tim Kukieza, George Wilkins
May 2024 • 33 minutes
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.
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2 minutes
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Practice Management
David Bruce, Elyse Archer
April 2024 • 56 minutes