Dan is the author of several books. His latest is entitled, The Power of Leveraging the Charitable Remainder Trust. This book 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 advisers are using it.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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