The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me.
I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end.
A bipartisan 'Dear Colleague' letter from members of the Ways and Means Committee highlights the effectiveness of donor-advised funds.
For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have.
