Planned Giving

Philanthropists often donate life policies to charitable organizations, naming them owner or beneficiary. At any time, the organization can borrow against the policy’s cash value. In a case where large amounts of cash are needed by the organization, Life Insurance Settlements, Inc. (LIS) can negotiate the highest settlement amount, while taking care of all settlement details and ensuring that the purchaser has the cash available to close the purchase in a timely manner. LIS can assist both Seniors and charitable organizations in the liquidation of their life insurance policies, while obtaining the highest possible cash settlements.

Many nonprofit organizations are sitting on stores of charitable resources, that if properly negotiated can produce current dollars to:

• Replace funds from endowments lost due to poor investment performance
• Use for current capital needs
• Supplement budgets for vital programs