Converting low yielding assets into a Charitable Gift Annuity (“CGA”) can be an easy way to:
- Increase retirement cash flow;
- Increase net worth;
- Increase wealth to heirs;
- Make a significant gift to a favored charity.
Don Prehn and Steve Savant have a short (5 minute) video on how Roger Bacon used the CGA concept to make all four elements occur, and you can view it below.
After viewing Don and Steve’s video, click here to visit my Blog #56 for a detailed exploration of this comprehensive wealth planning strategy — plus a look at the reports created by InsMark’s Wealthy and Wise® System. Also included are the simple calculations used to compute a CGA, courtesy of the Arizona State University Foundation, as well as suggestions about other strategies that you might want to bring to a client’s attention.
InsMark’s Digital Workbook Files
If you would like some help creating customized versions of the presentations in this Blog for your clients, watch the video below on how to download and use InsMark’s Digital Workbook Files.
Note: If you are viewing this on a cell phone or tablet, the downloaded Workbook file won’t launch in your InsMark System. Please forward the Workbook where you can launch it on your PC where your InsMark System(s) are installed.
To license Wealthy and Wise, contact Julie Nayeri at firstname.lastname@example.org or 888-InsMark (467-6275). Institutional inquiries should be directed to David Grant, Senior Vice President – Sales, at email@example.com or 925-543-0513.
If you would like assistance with any InsMark illustration, contact any of the Referral Resources listed below. All are InsMark Agency Platinum Power Producers®, and they are highly skilled at running InsMark software and can help you using your choice of insurance company. Mention my name when you talk to one of our Referral Resources as they have promised to take special care of my readers.
- Brian Manderscheid at LifePro Financial Services in San Diego, CA.
(888) 543-3776 or IMCaseDesign@Lifepro.com.
- Jonathan Hind Financial Group in White Bear Lake, MN.
(800) 999-1848 or firstname.lastname@example.org.
- Brian Merryman at Ash Brokerage Corporation in Ft. Wayne, IN.
(800) 589-3000, ext. 650 or email@example.com.
- Zero Case Split Premium Financing. Click here to receive more information about this exciting new program.
If you want or need help from a qualified producer for joint interviews with any InsMark illustration and are willing to share the case, email us at firstname.lastname@example.org, and we will provide you with recommendations.
“Bob Ritter is a master of illustrating complex issues in a simple easy-to-use manner that definitely helps you better serve your clients.”
Gary Curry, President and CEO, ORBA Financial Management, InsMark Platinum Power Producer®, Gold River, CA
"I use InsMark software products because the concepts are cutting edge, well documented and supported, and user-friendly for both my clients and myself."
Wayne Weaver, Clearwater, FL
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