CHARITABLE PLANNING

Creating a legacy is not simply about passing on wealth to the next generation. Consider your clients and their desires to take care of that charity that might have impacted them. Life insurance can be a critical component in your client's philanthropic success and we are here to help you make that happen. With years of experience in advanced case design, our team can help you design a strategy for your clients to help them take care of that special organization in their life.

New Charitable Planning Resources

Case Design Tool: Financial Worksheets

Charitable Trusts / Options