Ripple Effect: Growing your business with insurance and philanthropy

Professional advisors can help to guide people towards having enough to live comfortably, and support their loved ones during life and after they’re gone. They can also help their clients to make caring gifts to support their favourite charitable causes and be a lasting force for positive change. In Ripple Effect: Growing your business with insurance and philanthropy, Bergmans and co-author Marlena McCarthy explore the use of life insurance and other insurance products as a tool for generous charitable giving. While Canada-based, the concepts are applicable in other countries as well. In an easy-to-read format, this compact resource provides detailed information on: - integrating philanthropy in financial planning - understanding Canadian charitable tax credits - life insurance - annuities - guaranteed investment accounts - segregated funds - structuring the ideal charitable gift