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Moving Clients from “Charitable Giving 101” to “Charitable Giving 401” (Webinar Purchase)


Both leaders of charitable organizations and clients don’t know what’s available when it comes to estate planning. Alan Pratt knows how to bridges that gap. Alan presents on how to leverage life insurance with your clients to help them not only to pass down more to their heirs, but to save on taxes WHILE donating to charity! Without your advice, your clients may have a $10 million estate – $7.4 would go to heirs and $2.6 to Uncle Sam. After learning from Alan’s expertise, you can help your clients turn that into a distributable estate of $13 million, with $9.4 going to the heirs, $1.6 million to the government, plus $2 million to charity!