Countless families have used Charitable Remainder Trusts (CRTs) to increase their income, reduce taxes and of course, benefit charities.
On December 5th at 2:00 EST join GamePlan Financial Marketing, LLC for a live webinar focusing on the basics and the benefits of a CRT in concert with your fixed index annuity and life insurance business.
All who register will also receive a CRT whitepaper, Charitable Trusts: “Doing Well by Doing Good.”
Register and access the whitepaper now!
GamePlan Financial Marketing, LLC and its representatives do not provide tax or legal advice. Encourage your clients to seek guidance from their tax and/or legal professional regarding their specific situation.
Webinar available to insurance-licensed financial professionals only.