Life Insurance Program's Success Reaches Across The Nation

Exciting news!  Our life insurance program's success is reaching all across the nation. George Willock, Director of Trusts, Estates, and Gift Planning at Auburn University, was recently approached by The American College regarding our unique program. Phil Cubeta, professor in the Graduate School at the American College, is revising his study guide, Charitable Strategies, to accompany his Graduate School course (GS 849), and has asked to reprint 240 copies of George's paper (Philanthropic Planning with Life Insurance, presented at the 2010 National Conference on Philanthropic Planning in Orlando, Florida) as part of the course material. Additionally, the paper will be posted on The American College's Blackboard site, which is a password-only site for registered students, for the course. The material will be posted on October 1, 2012 and will be withdrawn on September 30, 2014.

GS 849 is part of the coursework students must complete in order to gain their Chartered Advisor in Philanthropy (CAP®) professional designation. George completed his CAP® designation in May 2012.

Also included in the material released to The American College is a follow-up article on the fundamental theories which undergird Auburn's insurance program. This article was requested by the editor of the quarterly planned giving publication, Planned Giving Today, and was published in January 2011. Continued research confirms that Auburn's insurance program is the only truly successful insurance program in the country, with 248 insurance policies comprising $87 million of insurance in force, of which $55 million is already self-paying to age 120.

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.