Duplifund for Non-Profits

 

• Cash Management Tools - Getting benefits back from that minimum working capital
• Key Person Life Insurance - Protecting the organization in case of the death of key people
• Key Person Disability Insurance - Protecting the organization in case of long term disability of key people
• Split Dollar Life Insurance - Providing key people with a cost-sharing means to enhance retirement and personal protection
• Policy Stress Test - Insurance products keep improving over time. Don't get left behind.
• Wealth Replacement - Replacing cash donations with life insurance so as not to reduce inheritance for heirs
  
• Donation Bridge - Providing benefits to the donor or donor's family along with immediate or future benefits to the charity
  
• Qualified Retirement Plans - 403(b), Roth 403(b) plans

 

Also see:

Duplifund for Businesses

Duplifund for Individuals

Duplifund for Credit Unions