Impacts & Insights

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Barbie’s Legacy is Cemented; But is Your Client’s?

Cue the scene of all the Barbies having the best day ever in Barbie Land when [record scratch] Barbie brings up “do you guys ever think about death?”. This shocks all the other Barbies. It may be uncomfortable, but this conversation needs to happen, and it is your obligation to make sure you understand your client’s legacy aspirations.

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Articles

Creating a Legacy of Love: A Philanthropic Journey with Life Insurance

“To sell or not to sell that is the question.” This famous line from Shakespeare’s Hamlet is a timeless contemplation of life’s uncertainties. Life is a tapestry of choices and opportunities, and for Mr. O, a successful small business owner, it was a question of what to do with his life insurance policies. As the years passed and circumstances evolved, he found himself at a crossroads, faced with an array of options that would shape his legacy and impact future generations. Join us on a captivating journey of philanthropy and inspiration as we delve into the heartwarming story of Mr. O’s decision.

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Articles

The Perfect Blend: A Wise Exit Strategy for a Life Insurance Policy

Life is a journey filled with unexpected twists and turns. For Mr. A, a successful financial planner, life had taken him on a path he never anticipated. He had purchased a life insurance policy two decades ago, intending to safeguard his loved ones in case of an untimely event. Little did he know that his noble intentions would lead him to a moment of profound generosity and gratitude, shaping the future in a way he never imagined.

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Don’t Let Your Charity’s Disabilities Define Your Abilities

Born in Alabama in June of 1880, Helen Keller lost her sight and hearing at 19 months old. She lived a full life of nearly 80 years as an author, lecturer, political activist, and most importantly, a disability rights activist who impacted the lives of many. She attended Harvard (Radcliffe) and was one of Time Magazine’s Hundred Most Important People of the 20th century.

Helen Keller never let her disabilities define her abilities.

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Articles

Philanthropic use of Life Insurance: Winning The Triple Crown

Mage just won the Kentucky Derby on May 6th. This is a huge win for the horse, the trainer and the owners. However, this is just the first leg of the Triple Crown. Saturday is the Preakness followed by the last leg, the Belmont Stakes, on June 10th . Although Mage is entered in the Preakness, it remains to be seen who will win and whether or not Mage will even enter the Belmont Stakes. Winning the Triple Crown is very rare and has happened only thirteen times in over 100 years of horse racing.

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Latest News

Where Have We Been

Spreading the Word
Insuring A Better World Fund’s founders, David Simon and Robert Stuchiner, have been
traveling coast-to-coast to share its mission to reimagine the collaboration between the life
insurance industry and charitable giving, and maximize the value of charitable gifts of life
insurance.

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Latest News

We Are the World

No matter what your politics, manmade or just nature taking its course, there is no question climate change is upon us. The annual Bank of America (formerly US Trust) study showed that although climate change was a top three issue for philanthropic consideration, climate change ranked barely in the top 20 of philanthropic donations.

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Teeing Up A Legacy

The Masters Golf Tournament is held annually at the Augusta National Golf Club. The Masters is more than just a golf tournament; it is rich in history and legacy. Jack Nicklaus has won this prestigious championship a record six times. Tiger Woods began his legacy at the Masters in 1997 at only 21 years of age with a record-breaking score of 18 under par and has five titles to his credit. Arnold Palmer, nicknamed “the King” won the Masters four times. That is only part of their legacy.

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PLAY BALL

Did you know that $250 million of senior owned life insurance lapses each year? So, during every 9-inning major league baseball game with an average time of 2 ½ hours, $71,350.00 of life insurance will lapse without paying a death benefit to anyone. Well it’s time for your charity and its donor pool to PLAY BALL in the $21 trillion life insurance asset class. You can hit a grand slam for your charity and your potential donors by repurposing unwanted life insurance for the benefit of charities that support causes that cure disease, educate the underserved, help veterans in need of medical and financial assistance, support religious institutions, protect the environment and so much more.

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A Guide for Charities with Life Insurance Donations

Insuring A Better World Fund strives to empower charities with valuable opportunities to enhance their impact. Today, we address a unique and often overlooked avenue for charitable giving—life insurance policies. Inspired by the insightful article from our President David Simon published on ThinkAdvisor titled “10 Top Ways to Use Life Insurance in Charitable Giving”, we explore how charities can effectively manage life insurance donations to maximize their benefits.

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The National Charitable Gift Planners 2023 Conference Recap

Insuring A Better World Fund thoroughly enjoyed exhibiting and participating at the national CGP conference hosted in our hometown of Chicago. I am glad to see our presence left a lasting impression on attendees and showcased our commitment to bringing life insurance as a form of philanthropy.

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