Phillip Roy Financial Services and Octagon Announce Initial Results
of New Groundbreaking Academic Fundraising Program
SARASOTA, Fla. (Business Wire EON/PRWEB ) June 13, 2007 --
Phillip Roy Financial Services and Octagon, since announcing
their agreement for a new groundbreaking academic fundraising program,
have been overwhelmed by the response from major universities and
colleges nationwide. "The response from leading educational institutions
has been unbelievable,” according to Phillip
Wasserman, president of Phillip Roy Financial Services. “The
demand to raise money for our nation’s
educational institutions needs to be met and this exciting new program
is a strong way to help.”
Phillip Roy Financial Services has finalized an exclusive marketing
partnership with Octagon to promote groundbreaking, fundraising
advancements in academia. The agreement provides this leading financial
firm with a platform to advance the cause of higher education through
its distinct ability to provide unique products and services.
“The firm, in conjunction with the financial
community’s most respected creditors and
insurance providers, has developed special lines of products enabling
donors to leave legacies to the institutions they have spent lifetimes
proudly supporting. Phillip Roy Financial Services is presently the only
organization in the country offering fully financed life insurance
products with the ability to endow the donor’s
alma mater at no cost to either concern. The program can be used by an
institution’s athletic department or schools
of business, law, medicine or science to fund facilities, projects or
scholarships.
“Our company has a rich philanthropic history
and we believe this program can help supporters take legacy giving to
unprecedented heights,” stated Wasserman. “Universities
need money to support valuable programs; it is our intention to educate
alumni, already generous in their support, on how to leave millions of
dollars at no cost to their alma mater or themselves.
The partnership is already paying dividends as the firm is currently
negotiating with several major universities to implement the program.
The universities are seeking to raise funds to settle debt, endow
scholarships, build new facilities and renovate existing ones.
Administrators cite the need to expand fund raising, without incurring
additional debt, as a means of maintaining a competitive advantage.
The company developed the program by researching and modifying life
insurance legacy giving programs that have been utilized by churches for
years. The company has over 500 affiliates around the country on stand
by ready to educate regional institutions on how the program works.
Institutions are encouraged to disseminate information, provided by
Phillip Roy Financial Services, to interested donors. Qualified donors
would sign up for the program and name the institution as the benefactor
of the policy. The policy would be wholly owned by the university.
In an era when the consumer is in charge and the global marketing
landscape is awash in a sea of parity services and solutions, Octagon
stands apart. Octagon was recently ranked #1 in Corporate Consulting and
Marketing Services and assists 500 blue chip corporations globally.
Worldwide, Octagon manages more than 3,200 events and 800 athletes and
personalities.
About Phillip Roy Financial Services
Phillip Roy Financial Services, LLC (PRFS) was founded in 1979 with the
goal of providing the most comprehensive and personal financial service
available. PRFS customers are provided unprecedented access to a highly
educated and experienced team of certified senior financial advisors,
CPAs, registered investment advisors, non-commissioned brokers and
certified estate planners that can educate them to make prudent
financial decisions. PRFS has become the #1 Retirement Income Planning
firm in the nation with Florida offices located in Clearwater/Tampa,
Sarasota, Naples, Boca Raton, North Palm Beach, Fort Lauderdale, and
Orlando. For more information please visit: www.philliproyfinancial.com.
About Octagon
Octagon is the world’s largest sports and
entertainment representation and marketing agency with global expertise
in consulting, athletes & personalities, event management, property
representation, marketing solutions, licensing and merchandising and
talent procurement. As part of The Interpublic Group (NYSE:IPG), one of
the world’s leading organizations of
advertising agencies and marketing services, Octagon employs more than
1,000 people in 60 offices around the world. For further information
please visit: www.octagon.com.
See the original story at: http://eon.businesswire.com/releases/financial/services/prweb533084.htm
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