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NAIFA Members Provide Financial Independence

In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.

The webinar features:

Life Insurance as an Asset: Often underutilized, life insurance can be a pivotal asset in charitable strategies, providing more than just death benefits.

Life Insurance Valuation: Understanding the real worth of existing policies can open new avenues for financial planning, beyond the cash surrender value.

Maximizing Life Settlement Value: Explore how life settlements can transform life insurance into a tool for immediate financial flexibility and charitable impact.

Charitable Success Stories: Hear about real-world scenarios where life settlements have significantly contributed to the success of charitable endeavors.

After this webinar, you will be able to:

  • Identify Potential: Recognize clients who could benefit from reevaluating their life insurance policies in the context of life settlements.

  • Educate and Protect: Guide clients on getting their life insurance appraised for fair market value before making decisions about lapsing or surrendering their policies.

  • Implement Best Practices: Integrate life settlement strategies to safeguard client interests and minimize potential liabilities or reputational risks.

This webinar is an exceptional opportunity for advisors to refine their expertise in leveraging life insurance for charitable giving and to ensure their clients can make informed decisions about their financial legacy.

Don't miss this chance to expand your professional knowledge and enhance your advisory capabilities in a meaningful way. 





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