Happy charities

Charitable Insurance Solutions (CIS) extends
an unprecedented opportunity to help fund your Charity
by offering the simplicity of financial security to your donors.

Text or Call 949-229-3375 with Any Questions
We help charities with our donations by protecting American families from ‘over-investing’ in the stock market. Excessive stock market risk in retirement portfolios is a systemic problem and contributed to some 70 million American families to suffer financial hardship in the 2008 market crash and the following great recession. However, by simply insuring the funds for their Basic Cost of Living with Fixed Indexed Annuities (FIAs) investors can guarantee themselves an income stream for life in retirement, regardless of recessions and stock market crashes. This has proven to make a huge difference in people's lives. Providing this service for investors will allow CIS (a 501c3 nonprofit) to donate a substantial portion of its commissions to charity.

We're Asking You to Join Us

CIS donations can be generated from targeted email campaigns, or direct mail (as an appendix to regular mailings), or as a website link to CIS, all of which are under the control of your charity, not CIS.
Here's what it would look like:
CIS for charities

We'd love to discuss a pilot program with your Board and show how your charity could benefit.

For the record CIS is:

  • Properly credentialed
  • Federally and State approved
  • Working with major Insurance Carriers

Every success story starts with a vision and a mission.

We're asking for your help in fulfilling ours, so we can help you fulfill yours.

charity care

What Makes CIS Different is its Power of Giving

CIS donates an unprecedented 35% to 75% of its commissions.

Let's look at a few examples

  • A supporter of a charity wants to transfer $100,000 in mutual funds from an Individual Retirement Account (IRA) to an insured Fixed Indexed Annuity (FIA) – in order to guarantee an income for life in retirement. The insurance company pays CIS a commission for brokering the transaction. CIS then donates up to $5,000 of its commission to charity.
  • A young supporter, just starting to save for retirement, could launch a guaranteed savings plan for as little as $5,000, which would generate a $50 CIS donation.
  • A wealthy supporter of a charity can transfer $1 million to an insured Fixed Indexed Annuity and CIS would donate up to $50,000 to that supporter’s charity or foundation.

The fact that these donations come from CIS at no cost to the donors is a powerful incentive to engage with CIS.
It could lead to substantial donations by us to your charity.

Equally important is helping your donor families cover their Basic Cost of Living in retirement with guaranteed lifetime income, regardless of stock market volatility.

Reach out to us for more information