The Kevin O' Connor Philanthropic Innovation Case Study

Learn how you can help your clients achieve their philanthropic goals and legacies through the no-cost donation of unneeded or unwanted life insurance. This session will address the logistics around supporting a distressed policy, the benefits of philanthropic intent, and how working with various organizations can be of benefit to clients or individuals. 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 College.