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Synergy Thinking

Welcome to Synergy Thinking! A podcast featuring Robert Stuchiner, and Stephanie Alper-Lisi, ofSynergy Life Brokerage.Join Synergy Thinking for 10 minutes of power-packed information around industry topics, life insuranc... More
Latest Episode
2019-3-20

Is Planned Charitable Giving right for your Clients? - #005

Is planned charitable giving right for your clients? Join Robert Stuchiner and Stephanie Alper-Lisi as they talk a bit about it’s history, how it benefits charities and donors and what long-term pitfalls to avoid when suggesting it to clients. Learn more about what options are accessible for your clients and how Synergy Life Brokerage can help you at www.SBKG.com


00:06 Who is Robert Stuchiner and what makes him a powerful voice in the Life Insurance Industry?

00:36 What are the unique uses that life insurance has with planned charitable giving?

02:17 Some examples on how life insurance has added value to the donor and the charity.

02:58 If life insurance is so attractive to charities, why isn’t it done more often? What problems are caused?

04:01 How have charities been recovering from these problems? Robert explains paid up life insurance policies, like the 5 By 5 Program.

04:55 How can advisers walk clients through the tax reform process and what advantages and disadvantages come with it?

06:12 How can Synergy Life Brokerage help advisers suggest planned charitable giving to their clients?


Learn more Vitality and Synergy Life Brokerage at www.SBKG.com



2019-3-20

Is Planned Charitable Giving right for your Clients? - #005

Is planned charitable giving right for your clients? Join Robert Stuchiner and Stephanie Alper-Lisi as they talk a bit about it’s history, how it benefits charities and donors and what long-term pitfalls to avoid when suggesting it to clients. Learn more about what options are accessible for your clients and how Synergy Life Brokerage can help you at www.SBKG.com


00:06 Who is Robert Stuchiner and what makes him a powerful voice in the Life Insurance Industry?

00:36 What are the unique uses that life insurance has with planned charitable giving?

02:17 Some examples on how life insurance has added value to the donor and the charity.

02:58 If life insurance is so attractive to charities, why isn’t it done more often? What problems are caused?

04:01 How have charities been recovering from these problems? Robert explains paid up life insurance policies, like the 5 By 5 Program.

04:55 How can advisers walk clients through the tax reform process and what advantages and disadvantages come with it?

06:12 How can Synergy Life Brokerage help advisers suggest planned charitable giving to their clients?


Learn more Vitality and Synergy Life Brokerage at www.SBKG.com



2019-2-27

What Does a Small Business Owner Need? - #004

2019-1-10

Welcome to Synergy Thinking

Welcome to Synergy Thinking! A podcast featuring Robert Stuchiner, and Stephanie Alper-Lisi, of Synergy Life Brokerage.


Join Synergy Thinking for 10 minutes of power-packed information around industry topics, life insurance concepts, case studies and more.


Be sure to subscribe to the show wherever you listen to podcasts and go ahead and leave us a 5-star review.