Charitable Giving & Life Insurance: A Pleasing Duet is the November Topic of the Month

Life Insurance can work in concert with a client's charitable objectives to provide practical and appealing benefits to both a favorite charity and to family simultaneously. The John Hancock Advanced Markets Group has created an ensemble of educational tools to demonstrate various types of charitable techniques that work well with life insurance to help synchronize different client objectives.

Take a look at the creative charitable planning technique that do double duty: benefit a favorite charity while directing wealth to family instead if to the government. Help your charitable-minded clients have a say about how to direct their money. Click on the attached tools for more information. Or call the Advanced Markets Group at 888-266-7498 and press #3.

• Charitable Planning Client Guide
• Charitable Planning Sales Strategy
• Charitable Planning Article
• Gifts of Life Insurance Client Profile
• Gifts of Life Insurance Snapshot

To view past Issues click here.

Download the free Adobe Acrobat Reader to view and print PDF files.