Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

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Washington News

Washington News

Congress Considers Retirement Plans

As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a

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Personal Planner

Personal Planner

Social Security

Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 62, I understand that I can

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Gift Options

Create Your Plan

News

Personal Planner

Personal Planner

Social Security

Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years. Since I am now age 62, I understand that I can

Find Out More ►

Washington News

Washington News

Congress Considers Retirement Plans

As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a

Find Out More ►

For Advisors

Washington News

Washington News

Congress Considers Retirement Plans

As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a

Find Out More ►