Gifts of Insurance
As an estate planning professional, Greg Jizmejian works with families and individuals to help them build a robust plan. Often, this involves making sure that assets are directed to the causes his clients care about most. But, there are ways that individuals can support causes today that they may not be aware of. In this conversation, he touches on gifts of life insurance, donation of appreciated securities, and donor-advised funds.
Lexicon Financial Group of Raymond James Investment Counsel ("RJIC") believes in a different kind of service model for nonprofits and charities. Our approach recognizes their unique needs, and offers expertise beyond portfolio management and asset allocation. This videos on this channel shares stories, information and knowledge from leaders in the nonprofit sector, helping the entire sector grow and prosper. Please see “Social Media Disclosure” in the “Links” section below for important disclosure information. Information within these videos are from sources believed to be reliable; however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. Craig Swistun is a Portfolio Manager with RJIC. The view and opinions contained in the article are those of Craig Swistun, a Portfolio Manager registered with RJIC.
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