Webinar Registration

Leveraging Life Insurance for Impact:
Charitable Giving Strategies for Financial Advisors

Boost Your Client's Charitable Giving, Life Insurance outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, January, 22

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Jason Watt, J.D., CPA, MBA

Senior Manager, Charitable Strategies Group DAFgiving360™

Presenter Bio

What You'll Learn

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What You'll Learn

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Webinar Description

In today’s philanthropic landscape, affluent clients are seeking tax-efficient and legacy-driven strategies to make a lasting difference. Life insurance—often overlooked—is a powerful yet underutilized tool in charitable planning. This advanced webinar is designed for financial advisors who want to deepen their expertise in incorporating life insurance into strategic giving plans that align with clients’ financial goals and philanthropic values. Join attorney Jason Watt, Senior Manager, Charitable Strategies Group | DAFgiving360™ to explore how life insurance can maximize charitable impact, reduce estate and income taxes, and provide flexible gifting options tailored to donors of all types. Whether your clients are business owners, retirees, or high-net-worth families, you’ll walk away with actionable insights and planning techniques to help them leave a legacy that matters.

Key Topics Include:
* The mechanics of gifting existing or newly issued life insurance policies
* Tax implications and IRS compliance requirements for charitable gifts of life insurance
* Using life insurance to replace wealth donated to charity (wealth replacement trusts)
* Structuring policies alongside charitable remainder trusts (CRTs) and donor-advised funds (DAFs)
* Planning with Irrevocable Life Insurance Trusts (ILITs) in charitable contexts
* Case studies: Real-world examples of impactful charitable life insurance strategies
* Tips for working collaboratively with estate planners and nonprofit development officers

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.