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Using Life Insurance for Charitable Giving

Using Life Insurance for Charitable Giving

Life insurance proceeds can help support a charity’s ongoing activities, advance its capital-intensive projects and create a legacy for you and your family. Life insurance gifts allow you to make a relatively large donation on death in comparison to the insurance...
Using Life Insurance as Loan Collateral

Using Life Insurance as Loan Collateral

Many Unity clients are seeking innovative ways to optimize their assets and unlock liquidity. One often overlooked avenue is leveraging participating life insurance policies as assets for lending. This strategy can offer policyholders a unique blend of security,...