Thursday, August 1, 2019 from 7:00 AM to 9:00 AM PDT
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Tustin Ranch Golf Club

12442 Tustin Ranch Road
Doral Room
Tustin, CA 92782

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Gail James Clarke
Planned Giving Round Table of Orange County
(866) 921-6440

Life Insurance and its Appropriate Uses

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!

Registration is closed. This event has already been held.