The Secrets of The Life Annuity Business, Webcast Series http://wp.me/pIc50-2h

The Secrets of The Life & Annuity Business, Webcast Series

The ECLAT is a dynamic nuance to the traditional CLAT design that provides the potential for:

  • Charitable income to a non-profit of the donor’s choosing
  • The potential for tax free benefits to the donor’s family upon passing
  • The potential for large charitable income tax deductions for the donor

This webcast will educate you on the basics of the ECLAT concept and how it can generate guaranteed payments to charitable organizations, and certainty in planning for the donor.

For more info contact me:  jerrykays8@gmail.com

Recorded Webcast: Enhanced Charitable Lead Annuity Trust
Presenters: Jake Kujala and Claire Durand (of Transamerica)
Level: Intermediate

Note: Windows Media Player 9 or greater is required to view the recordings. If Windows Media Player will not play the video, please click here to download and install the latest version.

Advertisement

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Connecting to %s

Follow

Get every new post delivered to your Inbox.