Close

Articles Posted in Donor Advised Fund (DAF).

Updated:

How Can I Use My Life Insurance to Give to Charity?

“Financial planning is an ongoing process that examines your goals, situation and finances, in order to determine if and how these goals can be met. It’s not a product-centric process, but often we use financial products like mutual funds, annuities and/or life insurance to achieve goals in the most efficient…

Contact Us