Use Cases

Churches & Non-profits

01

Churches

Churches are sitting on an untapped resource for building their endowment fund or expanding their mission. Many of its senior members own life insurance policies that have outgrown their need. A life settlement may provide newly-discovered cash to fullfill a pledge or a gift where the donor can see the results while still living. It's as simple as communicating the concept. We can help. Ask us how.
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02

Non-profits

Life settlements represent a substantial untapped resource to fund donors' gifts. 

We can help communicate the concept to your donor base. Once a candidate is uncovered, we handle everything else to effect the life settlement.

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03

Community Foundations

For community foundations, life settlements can be an additional funding source for donor-advised funds.
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1. Takes less than 2 minutes. 2. Completely free. 3. Results available immediately.

Want to quickly determine if a donor's life insurance policy might qualify
for a life settlement?

Policy Assessment

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