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Manny Gonzalez, II, AIF®
Investment Advisor Representative
Signature Financial Group, LLC
9150 South Hills Blvd, Suite 200
Broadview Heights, OH 44147
Phone: 216-642-9556 Ext. 320
Fax: 216-642-5508
Cell: 440-731-0321
Text: 440-583-6146
Email: mgonzalez@sfg4you.com
Website: MGONZALEZWEALTH.COM
November/December 2026
Life Insurance as a Gift
During this season of giving, some individuals may wish to donate more to their favorite charity or organization but lack the funds. Offering life insurance as a gift is an affordable method to boost your charitable contributions.
Tax Benefits
There are several ways to provide life insurance, some of which might offer tax advantages now or in the future. Consult your accountant to understand how you can support a charity and gain potential tax benefits.Charitable Choices
One way is to name a charity as the beneficiary, thereby removing this benefit from your estate.Another option for charitable giving through life insurance is to inquire if your insurer offers a charitable rider. This rider directs a portion of the death benefit to a designated charity. For instance, with a $500,000 policy and a 10% rider, the charity would receive $50,000 upon your passing, while your primary beneficiaries would receive the remainder.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Signature Equity Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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