What’s the Recipe for Family Gifting Success?
It’s a special blend of love, prudence, and life insurance
It’s a special blend of love, prudence, and life insurance
Many individuals have realized their charitable aspirations by donating a life insurance policy to the charity of their choice. In situations where that donation is a Universal Life policy, the use of a Shared Ownership strategy could prove to be a viable investment for the donor.
By J. Denise Castonguay Most successful business people feel a strong desire to give back, but what is the best way to make a meaningful… Read More »Leaving a Lasting Legacy