This is the first of two PodCasts with discussions between Randy Zipse of the John Hancock and Steve Leimberg on the topic of life insurance in charitable planning.
This first Podcast discusses some of the issues a charity's development officer must consider before considering a life insurance proposal - and some of the roadblocks a life insurance agent faces when trying to present a proposal involving the use of life insurance in charitable planning.
Part II considers some of the many positive, ethical, and highly beneficial ways life insurance can be used in charitable planning.
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