For insurance brokers & producers
A new way to help the clients you already know.
Explore charitable gift financing with two practical resources: a guide for your practice and a handout to share with clients.
Email me both resourcesBroker program guide + client handout · PDF
Two resources. One email.
Start with the guide.
Continue the conversation.
Keep the broker guide for your own review. Use the separate client handout when you’re ready to introduce the subject.
01 / For your practice
Broker program guide
What the strategy is, which clients it fits, what to verify before you recommend it, and how to run the first case.
For broker and insurance-producer use only.
02 / For your clients
Client handout
A concise introduction to the strategy, the costs and obligations to review, and the role of the client’s own advisors.
A starting point for an informed conversation.
Tell us where to send your resources.
We’ll email you a link to the broker program guide and a separate link to the client handout.
Please use your own contact details. No client information is needed.