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Coffee Talks

Edition 43 – Mark Halpern

Edition 43 – Mark Halpern

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
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Life Insurance Strategies with a Philanthropic Advantage In this edition of Coffee Talks, Mark Halpern, CFP, TEP, MFA-P introduces the concept of the Accidental Philanthropist™, and explains how life insurance donations can create a path for legacies to become as beneficial as possible to the charities, causes and family members they were created to serve.

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