Smart Giving: Give Without Giving Up
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LEGACY MAX
Learn how to give without giving up the assets!
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OBJECTIVE
Create an additional income stream for you without liquidating or putting "at risk" any of your assets. At the same time, providing to a charity an income stream of $50,000 to $500,000 each year without depleting the estate.
Your heirs still receive the entire estate!
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CONCEPT
- Use your assets to purchase a SPIA (Single Premium Immediate Annuity.)
- Use the SPIA to generate an annual income for you which was not previously available.
- Purchase a life insurance policy to cover the loan against the assets, and provide a substantial payout to the charitable beneficiary upon death or maturity date.
For information on how this great concept can benefit you contact us.
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