“Being successful allows you to transition from success to significance. You do not have to a Bill Gates or Warren Buffet to be philanthropic. With proper planning, you can be become a philanthropist and create a charitable legacy that will inspire your family and other like-minded individuals to follow your example.

Watch and listen to industry thought leader, philanthropist and 30-year veteran, Mark Halpern demystifies the process. Mark and his team use creative tax-exempt insurance strategies to protect families, their businesses and create enduring legacies.”