Upcoming Webinar: Society of Financial Service Professionals

Upcoming Webinar: Society of Financial Service Professionals

The Kevin O’Connor Philanthropic Innovation Case Study.

Insuring A Better World Fund co-founders David Simon and Robert Stuchiner will be featured in an upcoming webinar to the Society of Financial Service Professionals on September 14th. The session will address how financial professionals can help clients achieve their philanthropic goals and legacies through the no-cost donation of unneeded life insurance. Attendees will learn the logistics of donating a policy, the benefits of philanthropic intent, and how working with charitable organizations can be of benefit to clients and financial professionals. Following a case study format, the life and legacy of Kevin O’Connor, CLU® will be discussed, and how the Insuring a Better World Fund helped O’Connor have a lasting philanthropic impact at the Society of Financial Service Professionals.

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