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Course 3: Deferred Gifts That Bring Great Comfort Today: Gift Annuities and Retained Life Estates

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Financial Planners must have an understanding of the various alternatives available to help high net worth clients fulfill their charitable intentions. In this course you’ll become acquainted with split-interest charitable gifts, specifically gift annuities and retained life estates.  You will also learn how to effectively guide your clients in considering gifts and strategies that meet their charitable goals. 

  • Distinguish split-interest charitable gifts and the associated benefits 
  • Understand and describe gift annuities, their types and benefits and the client situations they are best suited for 
  • Understand and describe retained life estates and the client situations they are best suited for 
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Deferred Gifts That Bring Great Comfort Today: Gift Annuities and Retained Life Estates
Open to view video.
Open to view video.
Presentation Slides: Deferred Gifts That Bring Great Comfort Today Gift Annuities and Retained Life Estates
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Open to download resource.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available