Tim Padgett, President
TimPadgettAgency@TheOfficeSite.net

Smart Giving: Give Without Giving Up

LEGACY MAX

Learn how to give without giving up the assets!

 

 

OBJECTIVE

Create an additional income stream for you without liquidating or putting "at risk" any of your assets. At the same time, providing to a charity an income stream of $50,000 to $500,000 each year without depleting the estate.

Your heirs still receive the entire estate!

 

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CONCEPT

  1. Use your assets to purchase a SPIA (Single Premium Immediate Annuity.)
  2. Use the SPIA to generate an annual income for you which was not previously available.
  3. Purchase a life insurance policy to cover the loan against the assets, and provide a substantial payout to the charitable beneficiary upon death or maturity date.

For information on how this great concept can benefit you contact us.

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