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folder icon 0 Enrollment Documents
Thank you for taking the opportunity to inquire about the CHIRA® plan. Various planning documents are provided below. The documents in this folder are for orientation only! Registration and approval is needed to access hidden documents.
folder icon 0 Articles
This file includes various articles from Doug Delaney, Steve Leimberg, Ed Slott and other authors.
folder icon 2 Marketing Material
This file includes marketing material for agent use. Agents should consult separate files for each insurer.
folder icon 2 ING-USA
Documents approved by ING for dissemination are included within this folder and designated by a control number. No other documents are approved for public dissemination related to an ING policy.
folder icon 0 Memoranda
Various memoranda about topics related to the planning.
folder icon 0 Sample Documents
Sample promissory note, pledge agreements and related documents
folder icon 0 Legal and Regulatory
This file includes documents related to the legal and regulatory background of the plan, including the private letter ruling and position letters from state level authority.
folder icon 0 Self Directed IRA
folder icon 0 Calculators and Tools
folder icon 0 Slideshows & PowerPoint Presentations
folder icon 0 Recorded Webinars
folder icon 3 Case Study Examples
Case Study Examples.
 

Disclaimer

The CHIRA® program (patent pending), copyrights and trademarks are the intellectual property of CHIRA® USA, LLC. All rights reserved. The information set forth herein does not constitute an offer to sell or a request to buy any particular investment. Any particular charitable investment contemplated by the CHIRA® should be read carefully regarding any possible risks before investing. Consult your financial advisor or tax consultant regarding tax and charitable advantages. CHIRA®USA, LLC and CHIRA® USA Financial Services, LLC reserves the right to pursue any infringer,including insurers, agents, custodians and charities, of intellectual property rights to the fullest extent of the law and in their sole discretion. All insurance products related to the CHIRA® program are marketed exclusively through CHIRA®USA Financial Services, LLC. Registered agents of CHIRA® USA Financial Services, LLC are not remunerated as a result of the issuance of the promissory note or providing investment advice related to the self-directed IRA or the note issued therefrom.  PLR 200741016.
Deo Gratias