named programs · 3 · from sources
What they call their work
Personal Wealth Potential Calculator
Tool that calculates an individual's expected lifetime financial contribution to help determine appropriate life insurance coverage.
Roadmap—for LIFE
Four-step educational and planning framework to help families build insurance plans focused on Protect, Plan, Preserve, and Pass Along wealth.
The $500 Billion Coverage Gap Bridge
Initiative to educate and activate one million families to secure $500,000 in life insurance coverage, aiming to reduce racial wealth disparities.
activities · 5 groups
What they do
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Union and Association Benefit Funds 3 activities
- Delivers structured financial planning using the W&E Personal Wealth PyramidImplements a proprietary financial planning framework, the W&E Personal Wealth Pyramid, to guide individuals in building and transferring wealth through life insurance strategies.
- Offers Personal Wealth Potential assessment toolsProvides digital tools including the Personal Wealth Potential Calculator and questionnaire to assess individuals' financial needs and recommend life insurance coverage.
- Provides unbiased life insurance educationOffers educational resources and guidance on life insurance to promote informed decision-making, with a focus on underserved and diverse families.
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Healthcare Policy Advocacy 1 activity
- Advocates to close the life insurance coverage gap within one generationLeads a long-term advocacy initiative aimed at eliminating disparities in life insurance ownership, particularly among underserved populations, within a single generation.
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Financial Coaching and Credit Counseling 1 activity
- Connects clients with life insurance providers and financial expertsMatches individuals with life insurance providers based on their Personal Wealth Potential assessment and provides access to ongoing support from financial experts.
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Death Benefit Payments to Members 1 activity
- Processes and pays life insurance death claimsHas paid out over $1 billion in death benefits since 2011, resulting in financial protection and the creation of multiple millionaire families.
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Uncategorized 2 activities
- Achieves large-scale life insurance coverage through organized campaignsCompleted a campaign resulting in $50 billion in life insurance face amount over 6.5 years and guided 200,000 clients to purchase policies with $250,000 in coverage each.
- Runs campaigns to promote life insurance ownership among underserved familiesConducts targeted campaigns to increase life insurance ownership among diverse and underserved families as a strategy to close the racial wealth gap, including a goal to activate one million families to obtain $500,000 in coverage each.
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financials · form 990EZ · fy2024
revenue
Total revenue$96K
Contributions & grants$96K100%
Program service revenue——
Investment income——
Other revenue—
expenses
Total expenses$96K
Program expenses—
Admin / overhead—
Fundraising—
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balance sheet
Total assets$36K
Cash—
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Net assets$36K
1 years on record · 2024–2024
leadership · form 990 part vii · fy2024
Who runs it
board members · 1
- DAMON BITLER — DIRECTOR
relationships · 3
Who they work with
- Atlanta Life Insurance Company Partner — Rooted in the legacy of Atlanta Life Insurance Company, carrying forward its mission of protection and generational empowerment.
- HBCUs Partner — Partners with HBCUs to reach families and support financial stewardship.
- trusted insurers Partner — Partners with insurance providers to offer tailored life insurance solutions to clients.
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Community-Based Financial Empowerment 41 orgsmethodology: community-partnership-modelBy partnering with employers, HBCUs, and financial education programs, the organization increases life insurance adoption in marginalized communities, because trusted community channels reduce access barriers and increase cultural relevance.shared approach: Integrated Financial Empowerment →
- Financial Education as Foundation for Financial Security 41 orgsmethodology: financial-education-firstBy delivering unbiased financial education through workshops, websites, and newsletters, the organization increases access to life insurance and financial protection, because informed individuals are more likely to engage in long-term planning and take ownership of their financial future.shared approach: Integrated Financial Empowerment →
- Financial Needs Hierarchy as Foundational Planning 41 orgsmethodology: financial-needs-hierarchyBy promoting life insurance as a foundational step in a Financial Needs Hierarchy Pyramid, the organization ensures basic financial protection is prioritized before wealth building, because securing death benefit coverage first creates stability necessary for long-term generational planning.shared approach: Integrated Financial Empowerment →
- Personalized Financial Assessment for Wealth-Building 41 orgsmethodology: personalized_financial_assessmentBy using personalized financial assessments, the organization identifies individual insurance and wealth-building opportunities, because tailored insights increase relevance and engagement, leading to more effective long-term financial planning and family stability.shared approach: Integrated Financial Empowerment →
- Life Insurance as Wealth-Building Toolmethodology: life-insurance-as-wealth-buildingBy positioning life insurance as a multifunctional financial instrument, the organization enables wealth accumulation and closes racial wealth gaps, because tax-free death benefits can be leveraged for intergenerational wealth transfer, especially in historically marginalized communities.