Legacy Creation

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2 For 1: Protect your home and yourself at the same time
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2 For 1: Protect your home and yourself at the same time

I walk through the neighborhood from time to time and meet homeowners everyday. A few weeks ago while walking I met a young man who had been laid off, but still wanted to meet later and discuss what his options were regarding permanent life insurance and charitable giving. Great! Here's the bad news. When I called on him a week later, I was... Read More

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Legacies with Life Insurance?

Who would have thought? Giving a life insurance policy is one way to maximize your contribution to the legacy you are en route to building. It enables you to make a significant, lasting gift with minimal outlay of current savings or income. Donors often struggle between their desires to achieve philanthropic goals and their need to preserve their... Read More
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