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August Newsletter


Financial Stress and Stock Market Fluctuations....These are difficult times for most investors as they struggle with the rapid changes in stock market values and their net worth. But, this may be the best of times to increase your marketing for charitable gift annuities. CGA agreements offer the comfort of fixed guaranteed lifetime payments at rates currently greater than bank CD rates. Annuities also offer a permanent lifetime connection to your charity.

To respond to this unique marketing opportunity I have created a special insert you can use as with your thank you notes, as a special mailing to your top prospects or use the copy ideas to create a unique advertisement promoting gift annuities. Link to insert. The insert is in PDF format but if you wish the copy in Word format to adapt to your need simply send me an e-mail message and I will forward the copy.

One key point, retirees need to be concerned about the burn rate of their investments, by that I mean how they will be withdrawing assets (consuming principal) or using investment income to support their retirement lifestyle. Gift annuities take away those risks and provide a cushion for anyone overspending or over consuming their assets. You can't predict how the markets will perform. Gift annuities will give retirees some additional funds to spend on eating out or gift to grandchildren.

Happy Marketing....Jim




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