Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
Learn how you can help your clients achieve their philanthropic goals and legacies through the no-cost donation of unneeded or unwanted life insurance. This session will address the logistics around supporting a distressed policy, the benefits of philanthropic intent, and how working with various organizations can be of benefit to clients or individuals. Following a case study format, the life and legacy of Kevin O’Connor, CLU® will be discussed, and how the Insuring a Better World Fund helped O’Connor have a lasting philanthropic impact at The College.
April 21, 2021
April 21, 2021
Retirement Planning | On-Demand Webcasts
Communicating Retirement Concepts in a Changed Consumer Environment
April 13, 2021
From The President | Insights
Conversation with the President: Supporting the Lifelong Learning Journey
April 13, 2021
From The President | Insights
Why Economic Mobility in Underserved Communities is Good for Society and Business
April 08, 2021
Representation | Insights
Small Business Advisory Services in Diverse, Underserved Communities
April 07, 2021
Philanthropic Planning | On-Demand Webcasts
Inspiring Leaders in Philanthropy - Promoting Economic Mobility in Underserved Communities
April 01, 2021
Representation | Insights
COVID Exacerbates Financial Planning Issues in Underserved Communities
March 24, 2021
Ethics In Financial Services | Research
AI-Enabled Underwriting Brings New Challenges for Life Insurance
March 20, 2021
Special Needs Planning | Insights
Financial Planning for a Loved One with Special Needs
March 20, 2021