<p>'Tis the season for giving, and that's why we have our vice president, Zach Gosselin, walk us through if your client can provide a charitable gift with life insurance, what the different options are, if there are tax implications, and what - if any - drawbacks there are to using life insurance for charitable giving.</p>

'Tis the season for giving, and that's why we have our vice president, Zach Gosselin, walk us through if your client can provide a charitable gift with life insurance, what the different options are, if there are tax implications, and what - if any - drawbacks there are to using life insurance for charitable giving.

Charitable Giving with Life Insurance

Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch.

We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, succession planning, annuities, and hybrid long-term care solutions. Whether you're refining your process, navigating a changing market, or looking for better ways to serve clients, Life Linked is designed to give you takeaways you can use immediately.

If you work with families, business owners, or high-net-worth clients, and want to turn planning conversations into lasting relationships, this show is for you.

For more information on TBA: https://www.tba.com/

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Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch. We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, succession planning, annuities, and hybrid long-term care solutions. Whether you're refining your process, navigating a changing market, or looking for better ways to serve clients, Life Linked is designed to give you takeaways you can use immediately. If you work with families, business owners, or high-net-worth clients, and want to turn planning conversations into lasting relationships, this show is for you. For more information on TBA: https://www.tba.com/

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Charitable Giving with Life Insurance

Charitable Giving with Life Insurance