The mission of this website is to educate the public about using Section 664 and Social Secharity. Social Secharity is a registered trademark of the Endow America Network Foundation, a 501(c)(3) Non Profit Organization.

CE Courses

Course #1:

Retirement, Estate and Tax Planning Using Charitable Vehicles, Life Insurance and Annuities

For Insurance Agents 3 CE Credits

Instructor: Lesley Winston as CAP

Course Contents:

  • Charitable Gift Giving Vehicles
  • Planning With Specific Assets
  • Potpourri of Rules – Avoiding Pitfalls

Price: $199


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