Impacts & Insights

Latest News

Barbie’s Legacy is Cemented; But is Your Client’s?

Cue the scene of all the Barbies having the best day ever in Barbie Land when [record scratch] Barbie brings up “do you guys ever think about death?”. This shocks all the other Barbies. It may be uncomfortable, but this conversation needs to happen, and it is your obligation to make sure you understand your client’s legacy aspirations.

Read More »
Articles

Creating a Legacy of Love: A Philanthropic Journey with Life Insurance

“To sell or not to sell that is the question.” This famous line from Shakespeare’s Hamlet is a timeless contemplation of life’s uncertainties. Life is a tapestry of choices and opportunities, and for Mr. O, a successful small business owner, it was a question of what to do with his life insurance policies. As the years passed and circumstances evolved, he found himself at a crossroads, faced with an array of options that would shape his legacy and impact future generations. Join us on a captivating journey of philanthropy and inspiration as we delve into the heartwarming story of Mr. O’s decision.

Read More »
Articles

The Perfect Blend: A Wise Exit Strategy for a Life Insurance Policy

Life is a journey filled with unexpected twists and turns. For Mr. A, a successful financial planner, life had taken him on a path he never anticipated. He had purchased a life insurance policy two decades ago, intending to safeguard his loved ones in case of an untimely event. Little did he know that his noble intentions would lead him to a moment of profound generosity and gratitude, shaping the future in a way he never imagined.

Read More »

Don’t Let Your Charity’s Disabilities Define Your Abilities

Born in Alabama in June of 1880, Helen Keller lost her sight and hearing at 19 months old. She lived a full life of nearly 80 years as an author, lecturer, political activist, and most importantly, a disability rights activist who impacted the lives of many. She attended Harvard (Radcliffe) and was one of Time Magazine’s Hundred Most Important People of the 20th century.

Helen Keller never let her disabilities define her abilities.

Read More »
Articles

Philanthropic use of Life Insurance: Winning The Triple Crown

Mage just won the Kentucky Derby on May 6th. This is a huge win for the horse, the trainer and the owners. However, this is just the first leg of the Triple Crown. Saturday is the Preakness followed by the last leg, the Belmont Stakes, on June 10th . Although Mage is entered in the Preakness, it remains to be seen who will win and whether or not Mage will even enter the Belmont Stakes. Winning the Triple Crown is very rare and has happened only thirteen times in over 100 years of horse racing.

Read More »
Latest News

Where Have We Been

Spreading the Word
Insuring A Better World Fund’s founders, David Simon and Robert Stuchiner, have been
traveling coast-to-coast to share its mission to reimagine the collaboration between the life
insurance industry and charitable giving, and maximize the value of charitable gifts of life
insurance.

Read More »

Monthly insights straight to your inbox.

Latest News

Barbie’s Legacy is Cemented; But is Your Client’s?

Cue the scene of all the Barbies having the best day ever in Barbie Land when [record scratch] Barbie brings up “do you guys ever think about death?”. This shocks all the other Barbies. It may be uncomfortable, but this conversation needs to happen, and it is your obligation to make sure you understand your client’s legacy aspirations.

Read More »

Creating a Legacy of Love: A Philanthropic Journey with Life Insurance

“To sell or not to sell that is the question.” This famous line from Shakespeare’s Hamlet is a timeless contemplation of life’s uncertainties. Life is a tapestry of choices and opportunities, and for Mr. O, a successful small business owner, it was a question of what to do with his life insurance policies. As the years passed and circumstances evolved, he found himself at a crossroads, faced with an array of options that would shape his legacy and impact future generations. Join us on a captivating journey of philanthropy and inspiration as we delve into the heartwarming story of Mr. O’s decision.

Read More »

The Perfect Blend: A Wise Exit Strategy for a Life Insurance Policy

Life is a journey filled with unexpected twists and turns. For Mr. A, a successful financial planner, life had taken him on a path he never anticipated. He had purchased a life insurance policy two decades ago, intending to safeguard his loved ones in case of an untimely event. Little did he know that his noble intentions would lead him to a moment of profound generosity and gratitude, shaping the future in a way he never imagined.

Read More »

Don’t Let Your Charity’s Disabilities Define Your Abilities

Born in Alabama in June of 1880, Helen Keller lost her sight and hearing at 19 months old. She lived a full life of nearly 80 years as an author, lecturer, political activist, and most importantly, a disability rights activist who impacted the lives of many. She attended Harvard (Radcliffe) and was one of Time Magazine’s Hundred Most Important People of the 20th century.

Helen Keller never let her disabilities define her abilities.

Read More »

Philanthropic use of Life Insurance: Winning The Triple Crown

Mage just won the Kentucky Derby on May 6th. This is a huge win for the horse, the trainer and the owners. However, this is just the first leg of the Triple Crown. Saturday is the Preakness followed by the last leg, the Belmont Stakes, on June 10th . Although Mage is entered in the Preakness, it remains to be seen who will win and whether or not Mage will even enter the Belmont Stakes. Winning the Triple Crown is very rare and has happened only thirteen times in over 100 years of horse racing.

Read More »

Where Have We Been

Spreading the Word
Insuring A Better World Fund’s founders, David Simon and Robert Stuchiner, have been
traveling coast-to-coast to share its mission to reimagine the collaboration between the life
insurance industry and charitable giving, and maximize the value of charitable gifts of life
insurance.

Read More »

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