CHARITABLE

LIFE SETTLEMENTS

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We are one of the only firms that specializes in working with Non-Profits to obtain cash from Life Insurance Donations to your Organization. 

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We have 3 Primary Programs for Non-Profits:

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      We help your Organization market to obtain new Life Insurance Policies from your Donors and Alumni. Our Concept is obtaining Pre-Owned Life Insurance Policies as Gifts. However, instead of waiting years to collect, upon the death of the donor, we can provide CASH NOW if the policy qualifies.

 

     Let us help you raise Large donations our unique way on assets you ALREADY OWN. 

 Our Charitable Life Settlement Program provides CASH NOW at a much higher value than just surrendering the policy for the Life Policies that have already been donated to your Organization. 

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 Servicing your Existing Life Policies.  Most Charities currently own policies but have no Idea on the cost of the plans.  Most charities do not have a handle on their current Life Policy Surrender Values, or even if the donor is continuing to make payments.  At Appel Financial Inc. we can annually service your policies. 

Please contact us for our fee schedule.