05/07/2018
Attention Lakewood Ranch!
Did you know there are strategies available for nonprofits that allow them to
1)Protect a Key Employee or Director from a premature death, and provide Long Term Care Insurance at no cost.
2)Reposition some of the money in their cash or savings (earning 1% or less) accounts into accounts yielding 3-5%, gaurunteed to not lose value, and keep a semblance of the liquidity of cash?
😯😯
What would this mean if you have a Director of an organization with over $1million in assets? An extra $30,000 or $40,000 a year?
All while adhering to the Prudent Man Rule, making sure we don't lose money for the nonprofit by subjecting the organization to market risk.
Everyone wants a rate of return, but no one wants the ups and downs and the lack of safety from the stock market.
Grab a free Strategy Session today!
