Ripple Effect: Growing your business with insurance and philanthropy - Paperback

by Marlena McCarthy (Author), Jack Bergmans (Author)

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. While Canada-based, the concepts are applicable in other countries as well. In an easy-to-read format, this compact resource provides detailed information on: - integrating philanthropy in financial planning - understanding Canadian charitable tax credits - life insurance - annuities - guaranteed investment accounts - segregated funds - structuring the ideal charitable gift

Author Biography

Jack Bergmans As a founding partner of Bequest Insurance, Jack is one of Canada's leading experts in integrating insurance into financial, estate and legacy planning. Jack is a Certified Financial Planner and has been in the investment industry since 1996. As a licensed insurance broker, he works with individuals and organizations providing independent financial, investment and retirement advice, and is also an estate planning and legacy giving specialist. Jack has previously worked in various financial planning roles with Manulife Financial, BMO Nesbitt Burns and Altamira Financial Services. Jack can also be found on a golf course, tennis court or bowling alley, and putting to good use his creative culinary talents cooking for his wife Marlena McCarthy and their friends.