Power of Giving Back
REGISTER
Get simple and straightforward strategies to enhance a legacy to loved ones or a charity while reducing taxes. Michael G. Connell, Director, Prudential Financial, will present:
- The foundations of charitable giving, including motivations and questions you can use to start the conversation with clients.
- How life insurance can be used to help individuals leave a more meaningful gift to the cause that’s most important to them.
- The different ways life insurance can be used, and the advantages and disadvantages of each.
Also, find the most current legacy content on the Trimester site to help you put it all to work in your business.
Speakers
Director, Advanced Planning
Prudential Financial, Inc.
Michael is the newest member of Prudential’s Advanced Planning team, with almost 30 years’ experience in the life insurance industry. Mike has a wide range of knowledge in structuring solutions for estate and business owner planning. Prior to joining Prudential, he did personal production, led advanced planning at a brokerage general agency, managed life insurance premium lending at Credit Suisse, and held numerous sales and marketing positions during his 15 years at ING. Mike graduated from Babson College.
VP, Advanced Planning, Individual Solutions Group
Prudential
Donna is a Vice President in the Advanced Planning group of Prudential’s Individual Solutions Group. In this role she consults with Prudential’s sales force and distribution partners to provide technical knowledge and support for life insurance sales and marketing in the areas of estate and business planning, charitable giving, wealth transfer and retirement planning.