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.

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How your Life Insurance can Help your Favourite Charity