M Financial Group’s Post

Did you know that nonprofits can be life insurance beneficiaries? This #GivingTuesday, consider adding a nonprofit as one of your beneficiaries. Life insurance is an affordable way to leave a large, lasting legacy to a charity, school or religious organization. If you currently donate sporadically or even commit annually to charitable organizations, adding life insurance as a planned gift can exponentially increase your impact. Learn more: https://lnkd.in/g92ez37e. Sync Insurance is here to help! #GetLifeInsurance #insuranceagent #SYNCinsurance

Do you have a charitable heart? ❤️️ Are there charitable organizations you are keen to support but lack the assets to do so? With life insurance, you can create an instant estate for the benefit of the charitable organization of your choosing, knowing you will be leaving behind a lasting legacy. #lifeinsurance #giving #caring

Did you know that nonprofits can be life insurance beneficiaries? This GivingTuesday, consider adding a nonprofit as one of your beneficiaries. Life insurance is an affordable way to leave a large, lasting legacy to a charity, school or religious organization. If you currently donate sporadically or even commit annually to charitable organizations, adding life insurance as a planned gift can exponentially increase your impact. Learn more: https://lnkd.in/g92ez37e. #GetLifeInsurance

What does legacy mean to you? To Ming Gor, owner of Pei Ho Counterparts, it’s all about planting seeds of love and hoping they flourish well into the next generation and beyond. Watch Chubb Life Hong Kong’s exclusive interview with the grassroots philanthropist to find out why he transformed his business – and his life – to reflect his legacy. Chubb MyLegacy Insurance Plan III achieves every form of legacy, allowing you the flexibility to choose your policy beneficiaries, whether it's family members or charities. Additionally, if you designate charities as the beneficiaries, Chubb Life will make a donation to the designated charities in a total amount which will be capped at USD10,000¹, extending your love. Learn more: https://lnkd.in/g9GJiTSE For details of product features and key product risks, please refer to the relevant product brochure, benefit illustrations (if any) and the policy provisions, or visit the Chubb Life website. ¹Chubb Life will make a donation to the designated Charity(ies) in a total amount which is equivalent to the Life Insurance Proceeds payable which will be capped at USD10,000, if the aggregate amount of Life Insurance Proceeds payable exceeds US$10,000.

Want to support your favourite charities while on a tight #budget? Here are eight strategies to make each dollar you donate to #charity go further—from looking for matched donations to amplifying your gift with life insurance. https://ow.ly/ixmt50QjIY6

💡 Charitable Planning: Maximizing Impact with Life Insurance 💡 In the season of giving, it’s important to think strategically about how advanced planning can support the causes you care about. In our latest article, Penn Mutual’s VP of Advanced Sales, Bill Bell, JD, MBA, explores how life insurance can play a crucial role in charitable giving. From Wealth Replacement Trusts (WRT) to Charitable Remainder Trusts (CRT), these strategies ensure that both family and charity benefit, leaving a lasting legacy. Charitable planning isn’t just about giving—it’s about giving thoughtfully. Whether it’s through life insurance policies owned by charities or naming them as beneficiaries, these strategies can significantly enhance the impact of your gifts. Read the full article for valuable insights and download a version for easy client sharing at the end. https://lnkd.in/e2YqhYrR #CharitablePlanning #LifeInsurance #WealthTransfer #GivingBack #Legacy #Philanthropy #AdvancedPlanning #FinancialPlanning #PennMutual

Want to support your favourite charities while on a tight #budget? Here are eight strategies to make each dollar you donate to #charity go further—from looking for matched donations to amplifying your gift with life insurance. https://ow.ly/ixmt50QjIY6

Want to support your favourite charities while on a tight #budget? Here are eight strategies to make each dollar you donate to #charity go further—from looking for matched donations to amplifying your gift with life insurance. https://ow.ly/ixmt50QjIY6

Did you know that life insurance can be a powerful tool for charitable giving? By donating a life insurance policy to a charity, you can make a significant impact and potentially receive tax benefits. When you donate a life insurance policy, you're not just giving money; you're giving the gift of a secure future for the charity. This can help them continue their important work and make a lasting difference in the world. Ready to learn more about how you can use life insurance to support your favorite charities? Let's chat! Schedule a consultation today. #charitablegiving #lifeinsurance #financialplanning #taxbenefits #philanthropy

Setting up a charitable trust: $A. Donated Life Insurance Policy Premium: $X Seeing the impact of your generosity on the community: Priceless. Estate planning is also about the joy of giving back, creating a ripple effect of kindness. There are many strategies to maximize your giving while reducing your tax.