Using Life Insurance in Charitable Planning Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University.
Chapter 12: Life Insurance Planning. Objectives Identify the purpose of life insurance and the reasons for buying it. Recognize that the need for life.
Adding Value… Always Do an FNA! Adding Value… Budget Sheet.
NSW Department of Education & Training Sydney Region NSW Public Schools – Leading the Way Sydney Region ICT Coordinators Day.
Chapter 11. Learning Objectives (part 1 of 3) Describe when a person should and should not have life insurance Describe the basic differences between.
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].
Wealth Transfer: Annuities and Qualified Accounts.
Accounting Definitions JOIN KHALID AZIZ 0322-3385752 0312-2302870 Definitions.