Maximizing the Value of Life Insurance – An Innovative Approach to Charitable Giving
ZOOMTUESDAY, JUNE 4, 2024 12 PM EASTERN Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help…