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
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.