How Life Insurance can Help your Client’s Favourite Charity

The gifting of life insurance to registered charities has always been a popular method for individuals to fulfill their philanthropic goals. For some of your clients, this may be worth considering when it comes to a charity that is near and dear to their heart.

There are two basic options:

  • donate a policy while the client is alive or
  • make the registered charity a beneficiary of the policy

The choice depends on your client’s estate planning goals.

Share the article below to help your client understand which option is best for their specific situation.

READ the client article on The Link Between:
How your Life Insurance can Help your Favourite Charity