Making Dreams A Reality: The Blog

Betty-Anne’s Blog

Talking about Philanthropy

What kind of conversations are you having with your financial advisor about your core beliefs, your values, the reasons you like to give and give back? Does your advisor know which of the causes you support are the most important to you? Have you talked about the ways that strategic charitable giving can help you to make the most impact, both now and in the future? Or do most of your conversations revolve around how to reduce taxes?

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Why I put a million dollar life insurance policy in place for my business!

I wanted to share this story with you for several reasons. First of all, I am overjoyed that I still qualify from a health point of view for $1 million in life insurance. I don’t have any serious health issues, but I’m not getting any younger and with age comes the increased likelihood of health challenges, which is one of the reasons I wanted to get this life insurance policy implemented inside my corporation.

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