The Wealthy Life with Sybil Verch’s Post

🔍 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

🎉 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

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

✔️ 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

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

📢 Charitable Giving: A Win for Both You and Those in Need “No one has ever become poor by giving.” – Anne Frank Charitable giving is a time-honored tradition that benefits both the giver and the receiver. While many give out of the goodness of their hearts, tax benefits are also a major driver for donors. There are many ways to give beyond just cash donations, such as gifting appreciated stocks, retirement assets, life insurance policies, or setting up donor-advised funds and charitable trusts. Each option offers unique tax advantages and the opportunity to make a meaningful impact. Not all strategies fit every situation, so it’s important to work with a qualified financial professional to determine what’s best for your goals and to ensure your legacy is passed on effectively. 🤝 Make sure you explore the many ways you can give and make a difference. #CharitableGiving #Philanthropy #FinancialPlanning #LegacyPlanning #TaxStrategies

Attention Insurance Advisors, Investment Advisors, Charities & Foundations Our next Power Of Platinum (POP) mentoring/coaching group starts on January 9, 2024, less than a week from now. Do you want to become an expert at selling HNW life insurance and incorporating Strategic Philanthropy into clients' estate and legacy planning? If you want to learn how to work with charities, foundations and their donors, then this program is for you. (link in Comments below)

At WRS we ask our charity clients if their organisation is prepared for the unexpected. Our blog dives into the world of Business Interruption Insurance – the vital protection every business and charitable organisation needs. Take a look at the topics we cover: 💡 Business Interruption Insurance vs. Business Continuity Plan – what’s the difference? ⏳ What an indemnity period is and why charities should consider at least 24 months' cover 📊Why charitable organisations should review their Business Interruption Insurance annually 🏁How charities can stay ahead of the game to protect their business from disruptions Read more here - https://lnkd.in/e2ai9B2V

5 Ways to Celebrate Your Legacy with https://hubs.ly/Q02x1yw10: Record Messages: Speak to the future. Digital Scrapbook: Share your journey. Plan for Pets: They're family too. Charitable Giving: Make an impact. Personalized Plan: Reflect your unique story. #DigitalEstatePlan

The synergy between insurance agencies and charities is a testament to the industry’s foundational principle of protection and support. By engaging in philanthropic activities, insurance agencies can reinforce their commitment. Read full blog ➡️ https://lnkd.in/e2esDjqU #COVU #Blog #insurance #insuranceagency #insuranceindustry #charity #synergy #investment #business