Slide 1Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University Slide 2 1.Wealth…
Slide 1Chapter 12: Life Insurance Planning Slide 2 Objectives Identify the purpose of life insurance and the reasons for buying it. Recognize that the need for life insurance…
Slide 1NSW Department of Education & Training Sydney Region NSW Public Schools – Leading the Way www.sydneyr.det.nsw.edu.au Sydney Region ICT Coordinators Day Term…
Slide 1 Chapter 11 Slide 2 Learning Objectives (part 1 of 3) Describe when a person should and should not have life insurance Describe the basic differences between a term…
Slide 1 Everything you ever wanted to know about LIFE INSURANCE….. but were afraid to ask Jeanette Tucker, Ph.D. RFG Associate Professor, Family Economics [email protected]…
Slide 1 Wealth Transfer: Annuities and Qualified Accounts Slide 2 The Problem What your clients think they will leave to their beneficiaries is not what they will leave to…