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Unit 11 - Other Gifts

This Unit will cover other types of planned gifts such as annuities, tangible assets, large outright gifts of cash, and many more exciting options.

On Your Way to Gift Planning

  • Unit 6 - The Gifts: Bequests

    This unit give you all the necessary elements for starting up a solid bequest program including a step-by-step chart on processing bequest.  Look for insiders’ tips and resources from ar

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