Advanced Planning

Leveraging Life Insurance for Charitable Giving

Jeff Root Jeff Root
Posted in Advanced Planning
Charitable Giving

What do Warren Buffet, Bill and Melinda Gates, Michael Bloomberg, and the heirs of Sam Walton have in common? They have given away billions of dollars through foundations and nonprofits to make the world better. Many of us would also like to leave a lasting legacy in our communities through charitable giving. But unless we’re.. Read More

Advanced Planning With Life Insurance Products

Jeff Root Jeff Root
Posted in Advanced Planning
Advanced Planning With Life Insurance

Most people look at life insurance as a rudimentary product. And, for most people, this is perfectly fine. They need a simple, cheap term life insurance policy to cover their basic needs should they die prematurely. However, there is a small percentage of Americans who are utilizing a life insurance contract in a much more.. Read More