As a financial advisor, would you like to establish strong, profitable relationships not only with your clients, but with their children and grandchildren as well? Of...
Author - John Erik Fraker, Esq.
One of the most common questions we get from financial advisors with regards to a Charitable Remainder Trust is: “Can we fund it with an annuity?” Listen as...
So you’ve been patiently explaining all the benefits of a Charitable Remainder Trust to your clients. You’ve demonstrated how a CRT will save them money over...
When explaining the true benefits of a Charitable Remainder Trust to a client, it’s important to highlight the difference between contributing the asset to a CRT...
As a professional advisor, you will need to know how to overcome the more common objections that clients may have. Let’s say you have been discussing the benefits...
The Charitable Remainder Trust is one of the most powerful tax-planning vehicles available to your higher net worth clients. Like an Individual Retirement Account or...
When it comes to selling Estate-sized Life Insurance policies, those with death benefits in the seven or eight figure amount, it’s important to know how to explain...
As a professional advisor, you will need to know how to overcome the more common objections that clients may have. Do you know what to say when faced with a client who...
The Charitable Remainder Trust is one of the most common tax planning techniques we use with clients here at Ainer & Fraker, LLP. Let’s look at one of the most...
The Charitable Remainder Trust is one of the most common tax planning techniques we use with clients here at Ainer & Fraker, LLP. Let’s look at one of the most...