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Webinar: Aligning Charitable Planning & Life Insurance
Webinar: Aligning Charitable Planning & Life Insurance
Best Practices, Planning Techniques, and Philanthropic Benefits
Summary
Charitable giving is under great stress. Donations are down; endowments are down; government grants are down; yet the social needs are greater than ever.
On Thursday, February 25, 2010 at 4:15pm ET / 1:15pm PT, Trusts & Estates and Registered Rep magazines will bring together experts from the Association for Advanced Life Underwriting (AALU), the
American College, and the Partnership for Philanthropic Planning (PPP) to address the use of life insurance in charitable giving. Attendence is free.
Aligning Charitable Giving & Life Insurance:
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Charitable giving is under great stress. Donations are down; endowments are down; government grants are down; yet the social needs are greater than ever. The Association for Advanced Life Underwriting (AALU), the American College, and the Partnership for Philanthropic Planning (PPP) are rising to address this challenge. AALU, The American College and PPP are collaborating to create a best practices task force - a group of life insurance producers and planned giving professionals who will work together to set forth the best practices of using life insurance as a charitable giving tool. We all have a stake in best practices. Life insurance is a product that can create significant philanthropic benefits, but which can also be abused. Charities often have a hard time telling which ideas and which producers are to be trusted. |
Our Panel:
Rich Santos Publisher Trusts & Estates Charles Ratner, J.D. National Director of Personal Insurance Counseling Ernst & Young Tanya Howe Johnson President and CEO Partnership for Philanthropic Planning Kelly G. Kidwell CFP®,CHFC®, CLU® President and CEO Pacific Advisors Philip B. Cubeta CLU, ChFC, MSFS, CAP Sallie B. and William B. Wallace Chair in Philanthropy American College |
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