Charitable Solutions, LLC, provides fee-only analysis to determine where reinsurance may or may not fit, as well as an objective review of product design and quotes. Over the last eight years, our principals have written extensively on reinsurance, have consulted directly with multiple insurance companies on the design and marketing of reinsurance and have served as an expert witness on reinsurance litigation.
To the extent charities wish to purchase reinsurance, we obtain competitive reinsurance quotes from 15 of the largest annuity carriers and two non-commissioned carriers. All business is placed directly with the insurance companies or through national annuity brokers. We are proud to have helped more than 25 local and national charities purchase reinsurance in the last two years.
Note Kim Clontz, of Immediate Annuity & Term Life Solutions, is a licensed annuity broker and receives commissions for product placement. No commissions are received by Charitable Solutions, LLC. All fees and commissions are fully disclosed prior to any purchase.
