Charitable Remainder Trusts (CRTs) Can Increase Your Clients’ and Prospects’ Income and Reduce Taxes: Download Whitepaper

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!

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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.

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