The life-changing life insurance career that's often overlooked
Fraternal benefit societies offer life insurance agents & advisors unique opportunities to weave charitable & community-building initiatives into their careers.
20 most & least charitable states
WalletHub analyzes volunteer rate, median contribution and other metrics to find which states are angels and which are Grinches.
Dave Ramsey's unwitting attack on charitable giving
Sometimes Dave Ramsey’s bad advice isn’t about math; it’s about principles.
The charitable gift annuity: 10 talking points for donors
For philanthropic clients desiring a reliable retirement income, a charitable gift annuity may be the wise choice.
4 ways to use life insurance in retirement
Those with permanent life insurance are actually able to spend their money and not live a “just-in-case” retirement.
CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
Charitable donation as cheap whole life insurance tax deduction
More than 95 percent of American households give to charity and whole life insurance policies offer yet another way to pay it forward.
3 Critical Reasons Your HNW Clients Need a P&C Insurance Review
Estate planning to preserve wealth is getting more complex, and if a client’s property and casualty insurance doesn’t keep up, you’re asking for trouble.
BMO poll: Canadians' charitable donations rise 8 percent
More than four-fifths (84 percent) of Canadians have made a charitable donation in the past 12 months, up from 77 percent in 2013.
Small Foundations Have Outsized Charitable Impact, and Assets Have Grown
Foundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.