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CHARITABLE GIFT PLANNING WITH LIFE INSURANCE

Submitted by Rounthwaite Wealth Management on October 26th, 2016

Life insurance can be integral to a variety of charitable gift planning strategies. Some individuals purchase life insurance because it allows them to make a charitable bequest without depleting an estate’s assets. Others utilize life insurance to magnify the size of their charitable gift. 

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The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either David & Will Rounthwaite and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.

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