GrowCharity Track

Learn more about our Brand New "Approaching Charitable Markets" Series. An excellent educational track to learn more about the dynamics of a charity, becoming and advisor for a charity, and the charitable planning techniques available to benefit both parties.

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In this module begin we take an honest look at charitable planning and how our program can provide significant benefits. We look at the condition of the marketplace and the "costs" to play both for you and the charity.

NON-MEMBER PRICE FOR THIS PRODUCT IS $9
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Running Time: 9 min, 41 sec

This module begins with an introduction to the legal classifications of organizations we know as charities. We explore some of the major abuses that have led to strict prohibitions against certain activities we must know about. Finally we explore the size and scope of this marketing opportunity.

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Running Time: 26 min, 11 sec

This module provides an opportunity for you to listen to seasoned veterans who have served and understood the charitable marketplace and how advisors can build a successful practice while working with charities. The information is practical and real with current real-life examples.

NON-MEMBER PRICE FOR THIS PRODUCT IS $9
MEMBER PRICE FOR THIS PRODUCT IS $9 FREE

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Running Time: 3 min, 1 sec

This module explores and explains the "Tax and Charity" story and how it will become a cornerstone to your marketing success. This simple narrative provides you many opportunities to set yourself apart from the information charities are used to hearing. If you can tell this story well, charities and their boards will welcome you.

NON-MEMBER PRICE FOR THIS PRODUCT IS $35
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Running Time: 16 min, 5 sec

This module provides a practical explanation and understanding of how stock ownership can be a powerful charitable and marketing opportunity. This is the 1st story of four that addresses specific assets or strategies that lay a foundation for the kinds of planning you will enjoy as a tax-exempt planner. We discuss specific benefits and explore leveraging opportunities.

NON-MEMBER PRICE FOR THIS PRODUCT IS $9
MEMBER PRICE FOR THIS PRODUCT IS $9 FREE

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Running Time: 12 min, 29 sec

This module is one of the most practical teachings in this course. We provide specific tools that you can use to explain real benefits of charitable planning. We lay the foundation for more advanced teaching on life estates and gift annuities and how you can provide unique market solutions to a problem many people experience today.

NON-MEMBER PRICE FOR THIS PRODUCT IS $9
MEMBER PRICE FOR THIS PRODUCT IS $9 FREE


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Running Time: 13 min, 20 sec

The devil is always in the details and the experience planner knows how to avoid the mine fields and discover opportunities. This module discusses some of the major tax issues that must be understood and considers how these rules may provide you intriguing sales stories.

NON-MEMBER PRICE FOR THIS PRODUCT IS $24
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Running Time: 24 min, 19 sec

In this module we break down a very powerful yet often misunderstood and underused planning tool. We explore it major components and look at three sales stories that will allow you to distinguish yourself with any charity you may work. We talk about creating powerful leverage for those who already support their favorite charity and how this concept alone can change your marketing forever.

NON-MEMBER PRICE FOR THIS PRODUCT IS $19
MEMBER PRICE FOR THIS PRODUCT IS $19 FREE

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Running Time: 25 min, 25 sec

In a down economy, one of the simplest gifts is the bequest. This module explains how this simple tool can promote you in the eyes of any charity and at the same time begin establishing your identity as a qualified planner. We explore different types of bequests and specific language one might use.

NON-MEMBER PRICE FOR THIS PRODUCT IS $9
MEMBER PRICE FOR THIS PRODUCT IS $9 FREE

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Running Time: 15 min, 21 sec