December 13, 2016

Topic(s): term insurance, pension max, the role of insurance in charitable giving

'Tis the Season of Giving and Layering
Presented by: Mark Maurer, CFP^®, President & CEO

Andy Williams sang it: "It's the most wonderful time of the year." People are in the giving spirit. They're thinking about charitable donations. And taxes. We'll explore charitable giving using insurance, and how can you maximize your clients' pensions and minimize their taxes. They're also protecting themselves with layers of clothes. We'll show you how they can also layer their insurance protection, saving money and covering themselves with the right amounts at the right times.