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