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Success with Life Insurance

Wednesday, October 19, 2022
12:30 pm2:30 pm
Jewish Federation of Metro Detroit, 6735 Telegraph Rd, Bloomfield Hills

Presenter: Craig Wruck, Senior Advisor, PG Calc

Life insurance: the bane of charitable giving, right? Not so fast! Too often, life insurance is presented as a riddle wrapped in a mystery inside an enigma. That’s too bad because a well-planned contribution of life insurance can be extremely beneficial for the organization as well as the donor. Life insurance is a powerful financial planning tool but, at its core, a charitable contribution of life insurance is simply a gift of valuable property. In this webinar, we will explore examples of life insurance gifts that really worked and review some of the pitfalls to be avoided.

  Plus: A Tax & Legislative Update by Laura Brownfield, General Counsel
Community Foundation for Southeast Michigan.

Approved for 1.5 CFRE CE Credits.

Sponsors: Jewish Federation of Metropolitan Detroit & Paul Hood Services