Smart Giving: Give Without Giving Up

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!

CONCEPT

1. Use your assets to purchase a SPIA (Single Premium Immediate Annuity.)
2. Use the SPIA to generate an annual income for you which was not previously available.
3. 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.