The Wealthy Life with Sybil Verch’s Post

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

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

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

From tax and trust strategies to charitable giving, there are many ways for successful individuals to secure their legacy and generational wealth. At Goheen Insurance, we’re here to help you tailor these approaches to your needs and goals. Let’s work together to ensure your long-term success and legacy. Get in touch with our team at goheeninsurance.com #GoheenInsurance #LegacyPlanning #EstatePlanning #Insurance #LifeInsurance #PremiumFinance #FamilyPlanning #FinancialPlanner #FinancialAdvisor #Trusts

Plan for the future with confidence through Worth Advisors Insurance. We will preserve your net worth for your family, business, and charitable interests. Reach out today for a consultation. https://lnkd.in/gZDnN6FK #WorthAdvisors #InsurancePlanning

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

✔️ EPAC CORNER - Welcome to summer! We’ve put together six tips to keep in mind as you plan your charitable giving for the coming months, years, and even decades. Estate tax exemption sunset, QCDs, a holistic approach, and more! Article by EPAC member and local attorney Matthew Brown. Check out these mid-year reminders about charitable giving at https://lnkd.in/gJDSRDDa

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

Our rebrand marks a significant milestone as we continue to evolve and strengthen our risk appetite, our product offerings and our relationships with our brokers and customers. Our Managing Director, Sarah Cox, explains why now is the right time for a rebrand. Learn more... https://lnkd.in/eunTdiv8 Protecting communities. Insuring their future. #charityinsurance #notforprofitinsurance #givingback #charity #notforprofit #insurance

🎉 Exciting Event Choices! 🎉 We have three incredible events lined up, and we want to know which one excites you the most! Each event is designed to provide valuable insights and opportunities for growth. Check them out: 1. Fortifying Your Legacy - Insights Into Property Casualty Insurance for Affluent Families Gain deep insights into protecting and enhancing your family's legacy through strategic property casualty insurance. 2. The Art of Impact - Strategic Philanthropy to Magnify Your Charitable Gifting Learn how to maximize your charitable impact with strategic philanthropy, making every donation count. 3. Accelerating the World’s Transition to 100+ Living Discover cutting-edge strategies and innovations aimed at helping us all live healthier, longer lives. Which event would you love to attend? Comment below with your choice and let us know why! Your feedback helps us tailor our events to what matters most to you. 🌟 #EventChoices #FortifyingYourLegacy #StrategicPhilanthropy #Longevity #CommunityInput