Cash Value Life Insurance and Estate Planning
Cash Value Life Insurance and Estate Planning
Presenter: Braden Draggoo
Bio: Braden is the CEO and founder of Draggoo Financial in Washington State. His firm is a fee based Financial Planning Firm that also manages assets and offers unique techniques and strategies for risk management. He has ties to the Syracuse area as he helps oversee operations locally for Crystal Clear Financial Group. Braden enjoys spending time with his wife Jessica and their 3 children. He is a world traveler and also enjoys hiking, fishing and camping.
Subject: Braden will discuss the use of Cash Value Life Insurance as an asset class, various riders that may be attached to policies, and the benefits of Modified Endowment Contracts both for individuals and non-profit organizations.
For background on the topic please read the following Barron’s Article prior to the presentation: Whole Life Insurance for Retirement Planning
This program is in-person at the CNY Community Foundation or via Zoom.
Join Zoom Meeting:
https://cnycf-org.zoom.us/j/96213148428?pwd=cnBBQmRIdmsxS2trQXhiVTRBNmgxZz09
Meeting ID: 962 1314 8428
Passcode: 107613
