Life Insurance 101: The Do's and the Don'ts - RECORDING

Given recent legislative changes with regard to using their market value for existing life insurance policies, this powerful form of plan giving is seeing a rebirth in Canada!  In this session, you will learn from DeWayne's experience in consulting with dozens of charities across Canada on what is anacceptable and efficient way to solicit and except the gifts of insurance, as well as how to maintain this property once received.  Policy and procedure discussions as well as gift acceptance procedures will be discussed all in the context of what you should do and what you should not do.

All of your questions will be answered in this critically important session for any planned gifts program.

Originally broadcast on April 24, 2013.

 

Unless otherwise noted, prices for webinars are: CAGP Members: $35 (no tax) Non-Members: $50 (no tax)
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