Join Nathan Truax, Regional Director for Lincoln Financial Advisors and estate planning attorney Steve Mancini for a special webinar as they share a little known strategy large nonprofits and estate planning attorneys have used for decades to help clients create additional lifetime income, reduce their taxes and leave a legacy - all while giving back.
Nathan will review four client cases and how the strategy has worked in real-life situations. The strategy, known as Gift Annuity for Home, is a way for insurance and investment professionals to generate additional sales and/or acquire new assets under management.
You should attend if you have clients that are 65 and older that are looking for:
- Ways to increase their monthly cash flow
- Tax Reduction Strategies
- Avenues to create a legacy
- Opportunities to Give Back
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations. One California Dept. of Insurance CE credit will be provided to eligible licensees.