Resources

Planned Giving

One-stop Resource for Planned Giving Website Design Email Marketing Direct Mail Brochures

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CalNonprofit

Property & Casualty Liability Insurance Special Events Coverage Unemployment Services Trust

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Jitasa

Bookkeeping & Accounting Tax Filings Advisory Services

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Nonprofit Kinect

Leadership tools for nonprofits Market Leadership Resources to grow

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Nonprofit Professional Services

Charitable Giving Programs Executive Benefit Planning Retirement Planning Estate Planning Annuities Long Term Care Premium Financing

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Chase Consulting Solutions

One-stop Resource for Planned Giving Website Design Email Marketing Direct Mail Brochures

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Digital Anchor Web Design

Web Design and Development Website Hosting and Maintenance SEO and Digital Marketing Reputation Management and Outreach Video and Event Production

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Long Term Care Insurance Marketplace

Personal Care Long-term care insurance solutions to help people prepare for extended care

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National Benefits Group

Consulting & Third-Party Administration Firm in the Bank Owned Life Insurance, Corporate Owned Life Insurance and Non-Qualified Plan Marketplace

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Kai Zen

Kai-Zen is a strategy that helps you maintain your current lifestyle in the event of a chronic illness, premature death, or an inability to sufficiently save for retirement. \ Protecting your earnings is critical to insuring your ability to save for retirement. Due to limitations, traditional retirement plans are typically insufficient for high-income earners.

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