Charitable Funding Plan

Double or Triple Your Charity Contributions
Or For Funding Grandchildrens' College Fund
Using an unknown Hidden Asset
At no cost!

What are you going to do with

That $100,000 or more that

You don't know you have!

Charitable Funding

YOUR HIDDEN ASSET

Converting this hidden asset into hundreds of thousands of dollars!

At no cost to the donor!

What is the hidden asset?

Your excess insurability which in dollars equates to 100-120% of net worth!

POLICY VALUE

Two markets pricing the same policy …

Primary Markets---Insurance Companies
Secondary Markets---Sr. Settlement Companies

And for seniors - using leverage, with no out - of - pocket costs or guarantees can provide significant tax- neutral gifts to charities or even finance the education of grandchildren.

As seen in the

Late in Life, Finding a Bonanza in Life Insurance

HOW DOES IT WORK?

The logistics-Process and Procedure

The combination of one's net worth and longevity is a valuable asset - Excess Insurability - that can be liquidated.

We are living longer and with the revised mortality tables insurable boundaries have stretched to 90 years of age.

Remember: If you don't use it you lose it ...

THE PROCESS

• Start with a FREE Preliminary Capability Analysis.

Here we gather your information (it's usually done over the phone or through e-mail and is strictly confidential), evaluate your situation and most times, by the end of the day, find out if you qualify.

• The logistics involve a substantial effort … but from the donor's perspective. It's twenty minutes in exchange for -

Small Town Pennsylvania Realtor, 97K!

NE Cancer Institute, 273K!!

SW Florida Retiree, 312K!!!

See What The Robb Report Worth Magazine has to say about this Hidden Asset!

MONETIZING EXCESS INSURABILITY

A win - win opportunity from the

Charitable Funding Network

A win for the donor, his family, and a win for his church or favorite charity.

Win Win #1 - Without EVER spending a dime, you will be witnessing the benefits of funding a real need - TODAY - not after you're gone.

Win Win #2 - In heroic proportions, you can give much needed monetary help to your family and/or favorite charity long before you die. Remember, you decide who gets the funds and at what percent - for example 60% needed for grandchildren's college and 40% to the church building fund.

Receiving thousands of dollars for selling something you didn't know that you had, can be an extremely rewarding experience.

Imagine making a significant donation to your favorite church or charity … using an asset that you did not even know about or paying for your grandchildren's college !

And it won't cost you one dime

If you or your spouse are between the ages of 70 and 90. Discover how you can contribute substantially to your favorite charity

Fund your grandchild's education with no cost or liability

Either way creates the
Win - win
situation

For a free brochure:
Call Cash at (800) 433-9667
OR
Use our Online Form to contact the Charitable Funding Network today to determine how Charitable Funding can work for you.

IRA CONVERSIONS™ PROFIT SHARING PLAN

Take advantage of ALL the tax laws to create a Family legacy for your heirs

Joan and Jerry, both age 60, are rapidly approaching retirement. The financial goals that they want to accomplish in order to retire are:

Reposition ownership of their IRA assets.
Invest their $1,000,000 IRA to achieve maximum multigenerational wealth transfer.
Retire comfortably using other assets for retirement income.
Acquire additional life insurance protection.
Reduce Minimum Required Distributions (MRDs).
Minimize tax risk.

Is the IRS encouraging you to keep more for yourself and your heirs?

You Bet!

Joan and Jerry were delighted to learn that their financial goals can be met. By using our IRA Conversions™ PSP strategy they were able to leverage the multigenerational wealth transfer; eliminating income and estate taxes of $1,750,000 at the same time eliminating MRDs of almost $2.1 Million. The graph below shows the net amount that their heirs would receive from the PSP and the IRA.

Joan and Jerry adopted a specially designed Volume Submitter Profit Sharing Plan jointly designed by Pension Professionals, LLC. and Bruce Ashton, Esq. of Reish Luftman Reicher and Cohen. The Profit Sharing Plan calls for a tax deductible annual contribution and it includes an IRS Determination Letter.

For an IRA Conversion Strategy Session:
Call Bert at (800) 808-4020
OR
Use our Online Form to contact the Charitable Funding Network today to determine how an IRA Conversion can work for you.

Questioning your CRT Unitrust Performance?
Has Your CRT Payment Amounts Met your Expectations?

Speak to an advisor today about the
CRT RESCUE PLAN
Call Bert at (800) 808-4020

PROPERLY IMPLEMENTED CRT REFORMATION PLANNING WILL AVOID

Any chance of outliving the CRT uintrust payment;
Imposition of private foundation excise tax penalties;
The beneficiary left with no part of your charitable gift;
Loss of your initial charitable deduction.

For more information about CRT Rescue:
Call Bert at (800) 808-4020
OR
Use our Online Form to contact the Charitable Funding Network today to determine how a CRT Rescue can work for you.

Charitable Funding

YOUR HIDDEN ASSET

Questioning your CRT Unitrust Performance?
Has Your CRT Payment Amounts Met your Expectations?

Speak to an advisor today about the
CRT RESCUE PLAN
Call Bert at (800) 808-4020

©2007 All Rights Reserved

04/06/07

Charitable Funding

YOUR HIDDEN ASSET

Questioning your CRT Unitrust Performance? Has Your CRT Payment Amounts Met your Expectations?

Speak to an advisor today about the CRT RESCUE PLANCall Bert at (800) 808-4020

©2007 All Rights Reserved

04/06/07

Questioning your CRT Unitrust Performance?
Has Your CRT Payment Amounts Met your Expectations?

Speak to an advisor today about the
CRT RESCUE PLAN
Call Bert at (800) 808-4020