You are passionate about your school, university, charity, women’s group etc. You would like to donate as large a sum as possible.
Charitable gifting with life insurance offers you a more attractive advantage because it allows one to make a much larger gift to a charity.
Clients are always surprised at the simplicity of my financial solutions. In my experience, the real challenge lies in seeing the big picture and analyzing all the working parts. By delivering an approachable plan, I help my clients clarify the path to their goals. I feel lucky to do this work; I get to help people from all walks of life that are doing well in the world.