Private Client

Exciting Partnership with PURE Insurance

Bouchard’s Private Client team recognized PURE Insurance as their Personal Lines Partner of the Year for 2017 during an award ceremony on April 9th at Ruth Eckerd Hall. Vivian Gee, Florida Regional VP, Lori Roa, Sales & Marketing Manager, and four PURE underwriters were presented with the award in recognition of their superior cooperation and contribution to our retention and growth.

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Bouchard’s “Client First” approach aligns perfectly with PURE’s philosophy of providing exceptional products and services to their members.  Our agency has enjoyed a solid partnership with Privilege Underwriters Reciprocal Exchange (PURE) for several years. Together, we work to make our clients smarter about their risk.

PURE is a member-owned property and casualty insurer designed exclusively for financially successful families and is driven by a purpose of doing what is right for them. Sharing these same values, our goal is to help our members reduce their chances for experiencing a claim. We also make them more resilient so that if a claim does occur, they can recover faster and with greater ease.

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In addition, Bouchard holds PURE’s Paragon designation, earned by less than 8% of PURE brokers nationwide. Paragon recipients execute PURE's commitment to create an exceptional service experience and contribute to the growth and underwriting quality of the PURE membership.

Bouchard Insurance is proud to be Paragon agent and thrilled to provide the best service with the best companies for our clients every day. More than just insurance coverage, we offer smart solutions for families who have more to protect.


ABOUT THE AUTHOR

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Karen Reyes is the Vice President of Private Client at Bouchard Insurance. Karen's team focuses on complete personal portfolios for affluent members including annual reviews and concierge style service. | Connect on LinkedIn

Consider a Life Policy to Fund a Charitable Gift

Are there charities that have special meaning to you? Have you ever felt as though you would like to support an organization that makes an impact, such as your college or university, church or synagogue, or the non-profit where you serve?

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Life insurance can be a great way to give back to these institutions to show your support. There are many benefits in giving a Single Pay Whole Life or Ten Pay Whole Life policy as a charitable contribution to your favorite organization or private foundation.

Allows you to leave a larger contribution to your charity: You can take the money you were planning on gifting to the charity to purchase a life insurance policy with a much larger death benefit amount. The benefit will be paid directly to your charity upon your death.

Helps you leave a legacy: Gifting life insurance to a charity allows your legacy to live on after you are gone.

Gives you peace of mind: Benefit is paid quickly and easily upon death and may avoid the complications of probate or estate settlement.

Support a great cause: Help preserve the future of your church, charity, college, or organization.

By doing this, you are making one payment as a gift to your organization and the money they receive will be a greater contribution than the premiums paid into the policy. Gifting your policy may also qualify as a tax deduction for the premiums paid and a reduction in the size of your taxable estate.

In order for a life policy to be considered as a charitable contribution, the foundation generally needs to be the owner and the beneficiary on the policy. You, the insured, will pay the policy’s premium. Another option is to make the charity the beneficiary of an existing policy if there is no longer a need to support a partner or family member.

Charitable giving is “giving without receiving.” By helping meaningful organizations that offer assistance to others, you can leave a legacy that will change the lives of many.


About the Author

Karen Reyes Linkedin.jpg

Karen Reyes is the Vice President of Private Client at Bouchard Insurance. Karen's team focuses on complete personal portfolios for affluent members including annual reviews and concierge style service. | Connect on LinkedIn