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Enhanced Charitable Trust

 

The Power of Ideas - Conference Call Series 2009

 

Enhanced Charitable Trusts

Join us and learn how an enhanced charitable trust uses life insurance to help clients provide a charitable donation, transfer wealth to loved ones and enjoy significant tax benefits. This unique strategy can help to offset a significant non-recurring taxable event, such as a large bonus, the sale of real estate or the sale of a business.

The Power of Ideas 15-Minute Conference Call

Tuesday, September 8th
11 – 11:15 a.m. (PDT)
U.S. call (888) 428-4472; International call (651) 291-0900

CLICK HERE to add this to your Outlook calendar.

For podcasts of past conference calls, visit: www.transamerica.com/podcasts.

Join us on the second Tuesday of every month for valuable strategies to keep your sales momentum throughout 2009. Future Power of Ideas conference calls include:

  • Planning for Blended Families
  • Walls Around Wealth

 

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