This is the only charitable giving program that I have seen that is directed towards the mid-donor to leave a significant contribution. Most planned giving programs are focused on the top 1% or 2% of contributors. The Legacy Life Giving program will provide a wider reach and be effective for a much larger group of people.
President of Balance Bar sold to Kraft Food
Santa Barbara, California
Our Critical Acclaim
"Thank you for the opportunity to review and comment on your Legacy Life Giving program offered to nonprofit organizations for their important charitable giving programs. The choice of both carrier and policy types with their guarantees will provide security to the organizations that the benefits will be paid as promised. Also, the use of a single pay, or paid over a 5 year period will protect the organization from having to pay the premiums on their received charitable gift."
Dick Bell, CLU, ChFC, CFP, MSFS, REBC, RHU Board of Trustees – Society of Financial Service Professionals