FINANCIAL ADVISORS
We help advisors
deliver value to clients
What’s in it
for clients
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Donors may receive an income tax deduction based on the policy’s fair market value or the premiums paid, which can reduce your taxable income.
(* Please note that we are not tax advisors and cannot give tax advice. Please consult with your tax professional for your specific circumstance.) -
By donating the policy, you remove the burden of future premium payments from your financial planning.
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Donors take an unwanted asset and make a legacy-size gift to a charity of their choice at no cost to them or the charity.
What’s in it
for advisors
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Clients who benefit from charitable gifts are happier than those who don’t.
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Donated policies continue to earn renewal commissions.
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First year term conversion commissions benefit advisors, as does working alongside charity boards, which can be a great source of new business.
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Research proves and we all know that doing well while doing good increases job satisfaction and one’s sense of self-worth. Your work with Insuring A Better World Fund will have a lasting impact on charities and therefore the world. You have got to feel good about this. It’s got to pump you up. It’s got to make you feel good about yourself.
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