SERVICES

We help clients further enhance their planned giving opportunities by dramatically increasing fundraising, using a Premium Financed Life Insurance strategy with their donors: minimum $15M net worth.

​

Charities can utilize this strategy to augment their fundraising and build endowments for the future.  Our partner has developed a proprietary trust structure to expand charitable giving endeavors. 

​

Charitable giving is at the very center and heartbeat of what we do. Our partner has been directly responsible for several billion dollars in additional gifts to universities, medical clinics, colleges and churches both domestically and internationally.