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Lifetime Gifts of Insurance
(Is this gift for you?)
A lifetime gift of an insurance policy is for you if ...
- You are maintaining insurance coverage that your family no longer needs.
- You hold few appreciated securities that you wish to donate.
- A significant charitable deduction would be useful to you this year.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.