Breathing New Life into a (Treadworn?) Fundraising Approach

David is a national speaker, author, and entrepreneur. He combines his legal and business experience to produce game changing results for clients by thinking outside the box and using his experience and creativity to maximize results regarding client’s life insurance policies. He earned the title. The” life insurance doctor” from a  prominent tax and estate attorney he collaborates with.David has helped clients generate over $200MM of cash and tax benefits in the past utilizing his “True Value” Life Insurance Review Process. Clients need advocates for their life insurance portfolios to both bring the needed information regarding their rights and values as well as uncovering hidden problems and resolving them. Life insurance is a complicated contract with many nuances most clients and advisors are not aware of. Through building a team and collaborating with various law firms and CPA firms on behalf of their clients we have enabled them to meet their family and legacy goals through our work. My passion is philanthropy. There is a great need for education and guidance for high net worth clients who wish to align their life goals with their hard-earned wealth to enable them to understand the “Why” component of their planning. My objectives are to collaborate with clients and my strategic relationships to produce the best results for them, financially, and philanthropically.