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It's Amazing What You Can Accomplish

Graduating from New Castle High School with the class of 1950, Herb started college at Wabash but it was interrupted by the Korean conflict. After serving two years in the U. S. Army, he returned to his college career at Ball State University where he earned his Bachelor's and Master's degrees in education.

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Life insurance may outlive the purpose for which it was originally purchased.  A policy can be converted to retirement income as a charitable gift annuity, with monthly payments to you and the remainder to the charity of choice upon death.  Or you can sign ownership and beneficiary over to the charity with your annual payments becoming a tax exempt donation.  Call us to find out more.

Five Reasons to call us before Naming Us in your estate planning:

1. Your attorney needs the correct legal name and wording
2. Your bequest needs to save the most taxes for your family
3. You need to learn of creative options and alternatives
4. You will be able to designate special purposes for your gift
5. We will b able to show our gratitude during your lifetime