Dan outlines a proven approach, which allows you to become a partner with charity while gaining control over your tax destiny and providing for you and your family. This strategy taps into the unique tax characteristics of two financial instruments, the charitable remainder trust (CRT) and cash value life insurance (CVLI), in order to achieve some amazing goals. Steve and Dan talk about his new book and how advisors are using it.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Steve is the number one online author and videographer of insurance content. During his 30-year career in the financial services industry,... More