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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.

Approved for 1.5 CFRE CE Credits.

Sponsors: Jewish Federation of Metropolitan Detroit & Paul Hood Services