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Life insurance is used to replace the wealth given to charity so that beneficiaries receive the same amount of money in a passed loved ones estate.
For more information on charitable programs like Charitable Retained Annuity Trusts (CRAT), Charitable Retained Unitrusts (CRUT), Charitable Lead Trusts or Donor Advised Fund programs contact our charitable planning professional at Fortress Brokerage Solutions.
On-site case management for your cases during the underwriting process, to ensure that every case is being underwritten fairly.
WinFlex is a Financial Tool available ONLY to registered agents for use. With this software you can quickly provide your clients with an illustration for EIUL, GUL, UL, WL, Term, SUL, and more.