Helping you service your client's philanthropic goals.
We are driven by client goals and needs. Now you have a no-cost exit strategy to benefit your client, their charity and you.
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We are driven by client goals and needs. Now you have a no-cost exit strategy to benefit your client, their charity and you.
We are driven by client goals and needs. Now you have a no-cost exit strategy to benefit your client, their charity and you.
Approximately $20 trillion of life insurance is in force in the United States and roughly 88% of those policies will lapse without paying a death benefit. We know these same life insurance products that provide families and businesses with peace of mind have the potential to do more. The urgency of now is compelling. 10,000 people a day turn 65, our target market. Over $100 Billion of life insurance in that senior market will lapse just THIS year. Help your clients donate these policies to the charity of their choice. If not now, when?
Financial professionals put their client’s needs first. As a leader in your community, this is your clarion call to continue to champion our industry and all the good it does and will do in the future. Life insurance professionals now have the opportunity, and maybe even the duty, to use this tremendous resource to transform their client’s lapsing policies to their client’s philanthropic ideals at NO COST to the donor or their charity. You identify the donor and we can do the rest.
Offering a charitable alternative to lapsing a policy is a new and no-cost conversation to have with your clients and transforms an unsatisfied client into a delighted donor. Your client may also be entitled to a charitable tax deduction based on their policy’s full fair-market value. *
Policies that are donated earn continued renewal commissions. First year term conversion commissions are also yours. Working alongside donors and boards of the charities that benefit from your good work securing these donations is a great source of new business.
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.
In addition, you gain valuable prestige and influence in the industry that helps build your business. Think of the leaders of our industry. Look at our leadership at Finseca. Think of the leaders of any industry. all are admired and celebrated for their philanthropic acts. Be involved. This is your chance. This is our time. This is our industry. This is the life insurance charity for life insurance professionals. Let’s do us proud!
*Please note that we are not tax advisors and cannot give tax advice. Please have your client consult with their tax professional for their specific circumstance.
Approximately $20 trillion of life insurance is in force in the United States and roughly 88% of those policies will lapse without paying a death benefit. We know these same life insurance products that provide families and businesses with peace of mind have the potential to do more. The urgency of now is compelling. 10,000 people a day turn 65, our target market. Over $100 Billion of life insurance in that senior market will lapse just THIS year. Help your clients donate these policies to the charity of their choice. If not now, when?
Financial professionals put their client’s needs first. As a leader in your community, this is your clarion call to continue to champion our industry and all the good it does and will do in the future. Life insurance professionals now have the opportunity, and maybe even the duty, to use this tremendous resource to transform their client’s lapsing policies to their client’s philanthropic ideals at NO COST to the donor or their charity. You identify the donor and we can do the rest.
Offering a charitable alternative to lapsing a policy is a new and no-cost conversation to have with your clients and transforms an unsatisfied client into a delighted donor. Your client may also be entitled to a charitable tax deduction based on their policy’s full fair-market value. *
Policies that are donated earn continued renewal commissions. First year term conversion commissions are also yours. Working alongside donors and boards of the charities that benefit from your good work securing these donations is a great source of new business.
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.
In addition, you gain valuable prestige and influence in the industry that helps build your business. Think of the leaders of our industry. Look at our leadership at Finseca. Think of the leaders of any industry. All are admired and celebrated for their philanthropic acts. Be involved. This is your chance. This is our time. This is our industry. This is the life insurance charity for life insurance professionals. Let’s do us proud!
*Please note that we are not tax advisors and cannot give tax advice. Please have your client consult with their tax professional for their specific circumstance.