Learn how to give without giving up the assets!

Objective:

Create an additional income stream for you without liquidating or putting "at risk" any of your assets.  At the same time, providing to a charity an income stream of $50,000 to $500,000 each year without depleting the estate.

Your heirs still receive the entire estate!

  1. Borrow against your assets to purchase a SPIA (Single Premium Immediate Annuity.) 
  2. Use the SPIA to generate an annual income for you which was not previously available.
  3. Purchase a life insurance policy to cover the loan against the assets, and provide a substantial payout to the charitable beneficiary upon death or maturity date.

For information on how this great concept can benefit you,
click on the contact us link above.