Compliance / Licensing

Documents

Philanthropy Protection Act of 1995Right click then "Save Target As" for download

CGA Model ActRight click then "Save Target As" for download

CGA Exemption Model ActRight click then "Save Target As" for download

Advisor ProfileRight click then "Save Target As" for download

Licensing

National Insurance Producer Registry cclick here

Links

American Council on Gift Annuities website cclick here

IRS website cclick here

Guidestar (charity rankings) cclick here

US House of Representatives cclick here

NAIC website cclick here

Legacy Global Foundation cclick here