Charitable Legacy

The Charitable Legacy strategy is a variation of a Personal Legacy strategy.

This strategy is designed to finance legacy gifts to your personal causes or charities. It is also referred to as Charitable Insurance.

The Charitable Legacy leverages the strengths of permanent life insurance, including the immediate creation of a large, tax-free, estate benefit.

If you choose a policy that has a cash value component, this strategy may also use the tax-sheltered accumulation of cash within an exempt policy.