This presentation will be a basic Life Insurance 101 format and touch on disability waivers, long term care riders, how to file a claim, viatical settlements and how they can be used for charitable purposes, How to use the Death Benefit funds and the importance of having a gift agreement attached to the beneficiary designation, and more!
When
Thursday, August 1, 2019 from 7:00 AM to 9:00 AM PDTContact
Gail James ClarkePlanned Giving Round Table of Orange County
(866) 921-6440
gjmgmt@yahoo.com
Look who else is already registered!
| Joe Baratta |
| Philip Barker |
| Susan Berkman |
| Robert Coleman |
| Devon Dougherty |
| Jim Eckel |
| John Eumurian |
| Paul Glowienke, Mba, Cfp, ChFC |
| Victoria Gray |
| Megan Guzman |
| Roland Ho |
| Deb Johnson |
| Annette Kashiwabara |
| Dave Myers |
| Arlin Penner |
| Joni Ukegawa |