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Event Date Tue Sep 14 EDT (7 days ago)
Location Online
Region Americas

Learn how you can help your clients achieve their philanthropic goals and legacies through the no-cost donation of unneeded or unwanted life insurance. This session will address the logistics and advantages of donating a life insurance policy, the benefits of philanthropic intent, and how working with charitable organizations can be of benefit to clients and financial professionals. Following a case study format, the life and legacy of Kevin O’Connor, CLU, will be discussed, as well as how the Insuring A Better World Fund helped O’Connor have a lasting philanthropic impact at the Society of Financial Service Professionals.

You will learn:
• How financial professionals can better serve their clients by offering charitable alternatives
• The value to clients, charity, and financial professionals of life insurance policy donation
• The logistics of donating a life insurance policy


2021 Speakers

David B. Simon
Co-founder and President of the Insuring A Better World Fund

Robert D. Stuchiner
Co-founder of the Insuring A Better World Fund

Sponsors & Partners

2021 Partners

• American Cancer Society
• ASH Brokerage
• Chalice Network
• Conventry
• Covisum
• Cross Country
• Guardian
• Principal