Remainder Trusts

Brochure/eBrochure / Remainder Trusts

Tell your prospects how these individually managed, customizable life-income gifts can meet a variety of their planning goals.

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Customize Your Contribution! (Unitrusts, Annuity Trusts)

A benefits-focused overview of unitrusts and annuity trusts, which often deliver the largest contributions you receive each year. The trusts’ features are clearly explained, but the brochure’s...

Price: $315.00 | Product ID: 3006

Flexibility and Security: The Annuity Trust

Your financially savvy prospects already know about the tax benefits of giving appreciated assets instead of cash during lifetime, and the balance of a retirement plan instead of other estate...

Price: $165.00 | Product ID: 3031

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Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"