As a certified financial planner, Jack Bergmans has learned that most people are interested in how their money can be managed to improve the quality of life for themselves and their loved ones. He has also realized that when clients face their own mortality, many also want to explore a dream of leaving behind a memorable legacy that will have a continuing influence on their community or the world around them.
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.
In an easy to read format, this compact resource provides detailed information on:
integrating philanthropy in financial planning
understanding Canadian charitable tax credits
guaranteed investment accounts
structuring the ideal charitable gift