Accumulation Planning with Life Insurance
Business Planning
Estate Planning/Wealth Transfer
Insurance Products
Leadership
Marketing
Practice Management
Product
Technology
Moving Clients from "Charitable Giving 101" to "Charitable Giving 401," While Creating Sizeable Life Insurance Opportunities (PDF PPT ONLY)
Speakers
: Alan Pratt
Year
: 2012
Body of Knowledge:
Estate Planning/Wealth Transfer
,
Charitable Planning/Strategies
Competence:
Technical |
Level:
Broad |
Session Rating:
4.01
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