Legacy and Charitable Giving
A NEW program to help physicians with planned giving that leverages financial advantages with such techniques as charitable lead trusts, donor advised funds, and life insurance.
A planned giving strategy can become an important part of a physician's financial plan. By making use of gifting tools like charitable trusts, annuities and life insurance, many physicians find they're able to give more than they thought they could afford, and simultaneously create a lifetime income stream, enjoy tax benefits and maintain more control over their assets.
For instance, there are several life insurance companies who will donate to the organization of your choice when a death benefit is paid. Through Symetra Life Insurance Company you can select a Charitable Giving Benefit rider - at no additional cost to you - and Symetra will donate up to $100,000 to a charity of your choice. This is a great way to create your legacy & to support the AMA Foundation, the philanthropic arm of the American Medical Association dedicated to recognizing outstanding medical leaders and innovative community health initiatives.
Legacy and Charitable Financial Planning through our Physicians Financial Partners Program
AMA Insurance and the Physicians Financial Partners Program is pleased to introduce physicians to a new Legacy and Charitable Financial Planning program. The program is intended to help physicians with planned giving, including complex techniques involving private foundations, charitable remainder trusts, charitable lead trusts, donor advised funds, life insurance and remainder interests. The program also provides physicians and their families a talented team of tax, financial, business, real estate, insurance, philathropy, wealth management, and estate planning professionals.
Products and services available as part of this Charitable Financial Planning program include:
- Beneficiary Designations
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Life Insurance
To learn more, contact our Physicians Financial Partners Program at 855-210-4015 (9am-5pm CST, M-F), or email us at PFP@amainsure.com. For more information about AMA Foundation, contact Sandi Yandle at 312-464-4701 or firstname.lastname@example.org.
The Legacy and Charitable Financial Planning program and products and services are offered through Millenium Brokerage Group, LLC, an approved member of AMA Insurance Agency's Physicians Financial Partners Program.