Legacy Planning and Charitable Giving

A planned giving strategy, making use of gifting tools like charitable trusts, annuities and life insurance, may be an important part of your financial plan.

Legacy and Charitable Financial Planning through our Physicians Financial Partners Program

AMA Insurance and the Physicians Financial Partners Program is pleased to offer physicians access to a legacy and charitable financial planning program. The program is intended to help physicians with planned giving, including complex techniques involving private foundations, charitable remainder trusts, charitable lead trusts, donor advised funds, life insurance and remainder interests. The program also provides physicians and their families access to a talented team of tax, financial, business, real estate, insurance, philanthropy, wealth management, and estate planning professionals.

Products and services available as part of this program include:

  • Beneficiary Designations
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Life Insurance

To learn more, contact our Physicians Financial Partners Program at 888-627-5902 (9am-5pm CST, M-F), or email us at PFP@amainsure.com.

The Legacy and Charitable Financial Planning program and products and services are offered through Millenium Brokerage Group, LLC, an approved member of AMA Insurance Agency’s Physicians Financial Partners Program.