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About This Webinar
In this webinar you’ll learn why you need to incorporate simple charitable planning into your practice. More than likely, all of your clients hold assets like annuities, securities, real estate and cash accounts. You’ll learn to help them reposition some of these assets to create an income tax deduction, reduce capital gain and estate taxes while creating an income for themselves and/or their heirs!

Believe it or not, these concepts are beneficial to nearly ANY CLIENT who itemizes their taxes! Even those over 80 years old!

The plans are REINSURED with highly rated commercial insurance carriers. YOU EARN 7% for ANY AGE CLIENT!
Presenters
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NFI Solutions
National Financial Insurance Solutions - Preferred IMO
At NFI Solutions we pride ourselves on building strong foundations with our agents based on exceptional customer service and high ethical standards.

Our goal is to create the best, highly trained, competent, motivated, ethical, and successful agents across the United States.
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Kevin Kirkpatrick
Case Design Specialist
Kevin Kirkpatrick came to Legacy Tree Foundation with 14 years of successful experience in the banking and financial services industry. Having been an independent advisor/producer in the insurance arena offering annuity products and insurance through a variety of carriers he obtained broad experience in both annuities and other types of insurance. Kevin has been the recipient of several achievement awards including the President’s Club as well as the Sales Leader’s Roundtable Award.

Kevin lives in Columbia, TN and is the proud father of four children and step father to five children, ages 5 months to 19 years. He spends his free time with his family and loves to play music, read history, fiction and scientific works…when or if the children are asleep.
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