For some charities, life insurance is a taboo subject, and they often surrender donated policies without any analysis. With approximately 51% of the U.S. population owning life insurance, it’s too large an asset class to omit from charitable planning discussions with donors, particularly considering the tremendous opportunities.
Trust & Estates - How Charities Decide to Keep, Surrender, or Sell Donated Life Insurance - April 2025Download
Ashar Group is a nationally licensed life settlement firm that protects the best interests of policy owners by creating a competitive policy auction to deliver the best value to the seller. Ashar Group does not sell life insurance, manage assets, or purchase policies. We are an independent resource for fiduciary advisors and their clients, specializing in life insurance valuation for planning purposes.
