Webinar Registration

Gift Annuity for Home and Other Charitable Planning Strategies

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

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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