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Lifetime Gifts of Insurance
(Is this gift for you?)
A lifetime gift of an insurance policy is for you if ...
- You are maintaining insurance coverage that your family no longer needs.
- You hold few appreciated securities that you wish to donate.
- A significant charitable deduction would be useful to you this year.
For more information
Email us, complete the personal illustration form, or call us at 1-800-817-8943 so that we can assist you through every step of the process.