Life Insurance and Charitable Giving
November 3, 2025
Life insurance can be an excellent tool for charitable giving and you may also benefit from tax rules that apply to gifts of life insurance.
What are you looking for?
What are you looking for?
Life insurance can be an excellent tool for charitable giving and you may also benefit from tax rules that apply to gifts of life insurance.
The importance of financial planning is because it helps you target your goals by evaluating your financial picture.
Elizabeth Hiza will be asking Brian Parmalee, VP Risk Management with Barnum, everything she can about life insurance in 15 minutes!
The underwriting process is how insurance companies evaluate the risk of insuring an applicant to determine their eligibility for coverage.
Few tools are as valued as life insurance. Once people have this coverage, they recognize its critical role in providing peace of mind.
Maximizing the estate planning value of life insurance means keeping as much of your proceeds in the hands of your beneficiaries.
Elizabeth Hiza, from Master Your Money and Mindset, talks about life insurance and how it can be a key to providing you with peace of mind.
Evaluating and comparing a life insurance policy is complicated. You must decide what type of life insurance you need before deciding to buy.
Addressing emotional barriers to life insurance planning, we build stronger relationships with clients, helping them make informed decisions.
