Past Webinar: Watch on Demand

Nathan Truax

Thursday, February 28, 2019 | 12:00 PM — 1:00 PM EST

Gift Annuity for Home and Other Charitable Planning Strategies

Presented by:
Nathan Truax

Regional Director – Pacific Southern Region, Lincoln Financial Advisors

Steve Mancini, Esq.

Principal and Founder, Law Firm of Strazzeri Mancini, LLP

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.


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