CNA's Anuja Patil, CPE, CSP joined a panel of experts at the Insurance Industry Charitable Foundation's Western Regional Forum, where they discussed several topics imperative to DEI in the insurance industry. CNA is proud of all colleagues who dedicate time to creating a more inclusive and diverse future for everyone in insurance. https://ow.ly/NTqs50SNbLs
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Last week, Gallagher's Larry Phillips, VP of Diversity and Community, spoke on a panel for The Insurance Industry Charitable Foundation (IICF) to discuss impactful DEIB strategies, celebrate the current progress within the insurance industry, and explore the ongoing work that is still needed. Larry Phillips #insurance #riskmanagement #DEIB #diversityequityinclusionbelonging
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🔍 Wondering about insurance coverage? Gain expert insights on determining the right amount for you. Discover the tax benefits of charitable giving and master the art of avoiding emotional decision-making. This week on #TheWealthyLife! 🌟 Guest Experts: 🛡️ Annie Belanger - Insurance Planning Specialist 🌟 Eric Saarvala - Charitable Giving Expert 💼 Franco Papalia - Portfolio Manager at Raymond James Ltd. Don't miss out! Tune in Saturday at 6:00 PM on CHEK for the latest episode. 📺✨ #InsuranceTips #CharitableGiving #EmotionalIntelligence #FinancialWisdom
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The Mary Poppins of the charity sector ☂️ Interim CEO & Charity Consultant ☂️ Facilitation, Strategic Planning, Organisational Effectiveness & Crisis
A reminder on Wednesday's webinar - I'll be talking about key risks facing the sector, come and join us!
Join CFG and Ecclesiastical Insurance UK, part of the Benefact Group, for a free webinar and let's identify methods that charitable organisations can use to circumvent and insure themselves against the potential issues facing the sector. https://loom.ly/ob8U6Tw
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Last week, I had the pleasure of joining an esteemed panel for The Insurance Industry Charitable Foundation (IICF) to discuss impactful DEIB strategies, celebrate the current progress within the insurance industry, and explore the ongoing work that is still needed. Thank you to Kevin Chan Bradley Christina Fisher for sharing your experiences and ways organizations can be more intentional about advancing their DEIB strategies, and Heather Giordano for facilitating the discussion! #insurance #riskmanagement #DEIB #diversityequityinclusionbelonging
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Which door do you choose ? Trustee Indemnity or Professional Indemnity Insurance or both? These insurances serve as essential protections for #charity sector trustees in the UK, offering cover for personal liability and professional risks, respectively. As trustees of charitable organisations, you play a crucial role in overseeing operations and decision-making. Take a look at our new blog which explores how these insurance policies safeguard trustees and charitable organisations in the UK and how you can ensure you have the right cover in place: https://lnkd.in/eCc-jYJf #insurance #customerknowledge #customersfirst
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Did you know that using annuities and life insurance as charitable contributions can be a strategic move? Annuities offer regular income streams, ensuring consistent support for the charity over time. Life insurance policies, especially if no longer needed for family protection, can be gifted to a charity, providing a significant future donation. Plus, you get the satisfaction of knowing your legacy will continue to make a positive impact long after you're gone. It's like securing your spot in the Hall of Philanthropy! #charity #contributions #lifeinsurance #annuity #estate #planning #legacy
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Did you know that SYMETRA has pledged nearly $90,000,000 to charity on behalf of policyholders? With the Charitable Giving Benefit, policyholders can pledge an additional 1% of the policy face amount (up to $100,000) to a qualified charity of their choice upon their passing, at no extra cost. It's a small way to make a big impact. #Symetra #CharitableGiving #LifeInsurance
Since we introduced our Charitable Giving Benefit 11 years ago, more than 7,000 policyowners have pledged over $88 million to various charities. Help your clients build a legacy with Symetra’s Charitable Giving Benefit, available at no additional cost on all Symetra permanent life insurance policies. https://ow.ly/Srjt50Qffvi
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Mid-Market Team Leader (Charity and Healthcare Division) at Gallagher – Helping charities on advice with insurance through access to competitive premiums. Qualified Specialist in the Charity sector for 10 years+
What are the top five insurance mistakes that charities should avoid when navigating the complexities of specialist charity commercial insurance? This article delves into why insurance is crucial for safeguarding a charities assets, employees, and operations, and highlights the common mistakes that can leave a charity exposed. https://lnkd.in/eFXU8QM7 Gallagher UK #InsuranceUK #CharityInsurance #ThirdSector
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Curious about insurance coverage? Get tips from the experts on determining the right amount for you. Plus, uncover the tax benefits of charitable giving and master the art of avoiding emotional decision-making. It's all happening next on #TheWealthyLife! Guest Experts: 🌟 Eric Saarvala - Charitable Giving Expert 🛡️ Annie Belanger - Insurance Planning Specialist 💼 Franco Papalia - Portfolio Manager at Raymond James Ltd. Don't miss out! Tune in tonight at 6:00 PM on CHEK for the latest episode. 📺✨ #InsuranceTips #CharitableGiving #EmotionalIntelligence #FinancialWisdom #CHEKTV
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Executive Director at Insurance Industry Charitable Foundation
2moIICF is so thankful for the outstanding support of CNA Insurance! It was wonderful to have Anuja Patil, CPE, CSP join us as a panelist for the Western Forum!