"New Ideas" Learned According to Webinar Attendees:
"Great idea to offer this as I am already currently working on a case like this. The amount amounts of money and planning are enormous opportunities. This education is invaluable."
"Understanding the ideal client for an iCLAT and the difference in a DAF and iCLAT."
"Income producing assets exclude annuities. Gifting via iCLAT can result in greater value of remainder cash back than the total gifted funds assuming a reasonable return over and above the designated gift percentage."
Attendees Comments:
"New Ideas" Learned According to Webinar Attendees:
"Great idea to offer this as I am already currently working on a case like this. The amount amounts of money and planning are enormous opportunities. This education is invaluable."
"Understanding the ideal client for an iCLAT and the difference in a DAF and iCLAT."
"Income producing assets exclude annuities. Gifting via iCLAT can result in greater value of remainder cash back than the total gifted funds assuming a reasonable return over and above the designated gift percentage."