The Pension Protection Act of 2006 established new requirements in conjunction with donations of life insurance policies to Qualified Organizations such as universities, churches, 501(c)(3) charities and Section 7871 organizations. A Qualified Appraisal is now required in conjunction with life insurance policy donations valued in excess of $5,000. We are experienced Qualified Appraisers for life insurance policies and can provide the necessary information and expertise to properly value your donations.

Qualified Appraisals for Life Insurance Policies

In recent years there has been a growing interest among investors of all sizes in identifying new and attractive asset classes that have low correlations to traditional financial markets in order to help manage investment portfolio risk. Specialized portfolios of “settlement” life insurance policies have emerged as an attractive non-correlated asset class. We advise individual and institutional clients on a wide range of issue pertaining to the design, valuation, acquisition and management of Investment-Based Life Insurance Portfolios.