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Planned Giving Presentation's
We have some extra kits explaining Charitable Planning Using Life Insurance from an advance planning seminar we presented for one of our advisors. We have about 50 extra kits which include some great pieces explaining Charitable Lead Trusts and Charitable Remainder Trusts. Would you like me to send you one of these kits? You may have a client who is interested in planned giving as a way to enhance their estate planning.
As you probably realize with the low projected AFR rates, there is a significant increase in the gift deduction because of these low discount factors (they create a high charitable deduction) using either the Charitable Remainder Trust or Charitable Lead Trust techniques.
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If you have a client that may be interested in one of these techniques, please email us and we'll send you one of our extra kits. If you would like to have a conference call with one of our advanced underwriting attorney's on this topic we'll be glad to schedule a conference call.
Please contact:
Shaw American
Email: marie@shawamerican.com
Call: 1-800-626-5888 Ext. 272
Just ask for the kits and make sure to leave your mailing address and contact information. |
