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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

A reminder on Wednesday's webinar - I'll be talking about key risks facing the sector, come and join us!

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

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

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

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

Can you imagine the profound impact awaiting as more Catholics learn about Catholic Order of Foresters’ Fraternal Legacy Rider? Think of the billions of dollars already invested in life insurance by Catholics. Just 5% of those funds could significantly bolster Catholic non-profits. I'm pleased to share that, since I became a Catholic Order of Foresters advisor last year, I've helped families in Georgia and across the country add over $225,000 to our $100,000,000 Fraternal Legacy Rider milestone! Catholic institutions, have you considered the transformative potential of the Fraternal Legacy Rider if it garnered more awareness among your supporters? Catholic individuals, have you realized the opportunity to leave a greater legacy for the causes dear to your heart, without any additional cost? By selecting a fraternal insurance organization like Catholic Order of Foresters, you're not only securing your family's financial future but also directing your charitable contributions where you deem fit. https://lnkd.in/eJFkKqw4

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

Even with all the right policies and practices in place, homelessness charities can still run into legal troubles that are costly and time-consuming, reducing the resources you have to focus on your aims. That's why we're pleased to share a helpful guide from our partner, Access Insurance Services, on legal expenses insurance for charities. This guide explains how this insurance can cover legal costs for claims and disputes to protect your organisation. It also highlights what’s typically covered and common exclusions to watch out for. 🔗Check out the full guide here: https://lnkd.in/ehvHCxnt