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Is this gift for you?

A lifetime gift of an insurance policy is for you if ...

• You are maintaining insurance coverage that your family no longer needs.
• You hold few appreciated securities that you wish to donate.
• A significant charitable deduction would be useful to you this year.

For more information

E-mail us, complete the personal illustration form, or call us at (617) 355-8062 so that we can assist you through every step of the process.