For Estate Planning Advisors A Difference of Opinion.
As a professional advisor, you understand how insurance underwriters' opinions can vary when evaluating life expectancy risk on one individual applicant. It's a difference of opinion that translates into a higher annuity income stream or a lower insurance premium for your clients.
Now you can unlock the power of that difference of opinion, that arbitrage, to allow your individual philanthropic clients to make a substantial, lasting impact but also enable your non-profit institutional clients a fresh, unique way to attract and develop a new donor base and better realize their fundraising goals. Charitable Living, Inc. has created Living Your Legacy™, an innovative approach to charitable giving that provides estate planning specialists the tools to leverage that difference of opinion for your clients.
Click here To learn more about the Living Your Legacy™ strategies and about becoming a Charitable Living associate advisor.