Charitable Gifts of Life Insurance

When most of us buy life insurance, we're thinking about one thing: Making sure our families are taken care of after we're gone. But, you might also want to think about setting up a policy to take care of your favorite charity as well.

Donors would be wise to consider using their life insurance policies as a more effective means of leveraging the support they provide. In many cases, this can be the most effective and convenient asset that they can give. Life insurance is a versatile financial tool with features that may potentially be advantageous to both parties involved. By either gifting a policy outright or naming a charity as beneficiary, they can provide the charity of their choice with a large sum of money that can provide a lasting legacy for a cause that they believe in.

I put together a white paper for you that discusses why people give to charity, what charitable gifts of life insurance are and how they work, and an InsMark charitable giving plan that shows the donor's analysis and charity benefits.

Please click on the graphic below and download your copy today!

Click Here to Download the White Paper

For all supporting documents – or to have our case design team build you a customized charitable giving plan for your client.

Please contact the Case Design department at 888.543.3776 or via email at CaseDesigners@lifepro.com.

About Jeff La Pierre

Jeff LaPierre is an Advanced Case Designer at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.