PartnersFinancial Podcast

Episode 39: Charitable Planning and Insurable Interest


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Warren McGuire, Managing Director of NFP Insurance Solutions, joins the podcast to talk about some interesting planning they did for clients that didn’t have an obvious insurance need:
• How to help the client understand that insurance can be used for many purposes, including fulfilling a charitable legacy
• Quantifying insurable interest for the insurance carrier
• Changing a charity’s perception of gifts of life insurance
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PartnersFinancial PodcastBy NFP

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