The New and Improved Insurance Gift: New Regs, New Products, New Philanthropic Opportunities
March 18, 2021
Best practices on using insurance policies as planned giving vehicles and a review of the recent changes to the regulations allowing new possibilities for giving.
Mr. Poynor is the current President and founder of Shades Creek Wealth Advisors. He earned his BS in Economics from Auburn University and holds the Chartered Life Underwriter and Accredited Estate Planner designations.