Page 112 — The Advanced Estate Planning Market Page 114 — Introduction to Charitable Giving Page 116 — The Role of Life Insurance in Charitable Giving Page 118 — Tax Treatment of Charitable Gifts Page 119 — Valuation of Life Insurance Policies Page 120 — Premium Payments as Charitable Contributions Page 121 — Gifts of a Partial Interest Page 122 — Charitable Remainder Trusts Page 124 — Charitable Lead Trusts Page 126 — Pooled Income Trusts Page 127 — Wealth Replacement Trust Page 129 — Family Business Succession Planning Page 130 — The Need for Planning Page 131 — The Agent's Role Page 132 — Family Business Issues Page 133 — Succession Page 135 — Participation Page 138 — Compensation & Ownership Page 139 — Preserving Qualified Retirement Assets for Heirs Page 140 — The Stretch IRA Page 143 — Estate Planning Advantages of the Stretch Page 144 — Action Assignment VII
Back to Top | Next
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.