Advisorly Memberships 

Features

  • Free education seminars for planned giving

  • Donations can be $3000 - $14,999 per policy

  • Set policy amounts of $3,000 or $5,000 create simplicity and scale

  • At death donated amounts, plus applicable interest, are paid directly to your organization

  • No age or health restrictions

  • Each policy is insured for unexpected death

  • No administration costs or fees

  • Front end donations are provided by Advisorly from each policy

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Package Options

  • Front and back ended donations

    • Applicants can layaway any dollar value for the charity of their choice

    • 10% of the upfront earnings on each policy are offered to the charity

  • No age or health restrictions​

  • Donations are made affordable

    • 3/5/10/15 or 20 year plans