CharitabLiving Selling System

The CharitabLiving Program uses IUL and a product called a Charitable Gift Annuity. These products allow our clients to donate to their favorite church, charity, or organization today while not losing the ability to provide for themselves in the future.

The benefit of this program to the not-for-profit organization is the chance to increase donations from supporters who want to help but are afraid of risking retirement assets they may need later in life. The benefits to the donor are the opportunity to make a difference while living and also the sense of security that their retirement plans will not be compromised.

As a Charitable Giving Adviser representing the CharitabLiving program, you will be reaching out to not-for-profits and charitable organizations. Our specialized marketing tools are designed to allow the organization reach out to their donor base and promote the opportunity. They do NOT have to give us access to their lists and we will only know a potential donor’s name if they respond to the marketing. This allows the organization to be confident that their reputation will be protected throughout the process.

In addition to marketing and outreach strategies, the CharitabLiving program utilizes some special financial products to achieve the ideal outcome. You can learn more about these in the products tab.