Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.

Jeremy Vidmar, FIC, CLTC has a wealth of experience from his tenure in the insurance planning industry since 2018. With a background in banking and tax planning, he has extensive experience in estate planning, business succession, and long-term care solutions for clients across various industries. Jeremy holds a Bachelor of Arts in Philosophy and pursued advanced theological studies in Rome. He is passionate about helping advisors and clients navigate complex insurance solutions.

NAIFA would like to thank E4 Insurance Services for sponsoring this episode. 

Charitable gift annuities (CGAs) offer a unique way for donors to achieve their philanthropic goals while securing a reliable income stream. Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be funded through a qualified charitable distribution (QCD), making them a versatile tool for charitable planning.

Carroll Golden, Executive Director of NAIFA’s Centers of Excellence, was honored with the ILTCI’s Recognition Award on Monday, March 10th. This prestigious award highlights her significant contributions to the long-term care insurance (LTCI) industry and her commitment to advancing LTC planning.

NAIFA is hosting its third Women’s Financial Security Fly-In March 4-5 in Washington, D.C. The event, designed to encourage the political involvement of women financial professionals, features a day of grassroots advocacy training, policy briefings, and networking. On the second day of the event, attendees from at least 18 different states will go to Capitol Hill for meetings with lawmakers and staff representing their home states and districts.

Join us on Wednesday, March 12, at 12 PM Eastern for Journal Live, where we examine the risks and complexities of premium-financed life insurance arrangements. While funding index universal life policy premiums through third-party loans has gained popularity, many financial professionals may not fully understand the associated risks.

NAIFA 2025 President Doug Massey, LUTCF, FSS, CLU, ChFC, has come a long way since he joined NAIFA, then known as NALU, in 1987. He first attended a local luncheon in San Angelo, Texas, as a guest. It was a nice steakhouse, Massey admits, but he was reluctant and didn’t really see the association’s appeal. 

Join us on Thursday, February 27, 2025, at 12 PM Eastern for Journal Live, where we explore how consumer research can enhance retirement planning. Based on an article from the January 2025 issue of the Journal of Financial Service Professionals, this program challenges traditional financial planning models and highlights strategies to better serve clients with diverse financial needs.

Medicare plays a crucial role in retirement planning, yet it remains one of the most complex and often misunderstood aspects of financial security. As clients approach retirement, they face important decisions about their healthcare coverage, making it essential for financial professionals to stay informed.