| Gifts of Life Insurance
CLICK HERE FOR
A DETAILED EXPLANATION
How It Works
 |
You transfer
ownership of a paid-up life insurance policy to Perkiomen. |
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After
the transfer, Perkiomen elects to
cash in the policy now or to keep the policy and receive
the death benefit later. |
Benefits
- You receive gift credit and an income
tax deduction for the lesser of the cash surrender value
of the policy or the total of you premium payments.
- In some cases, you can use the cash value
in your policy to fund a life-income gift, such as a deferred
gift annuity.
- You have the satisfaction of making a
significant gift now to Perkiomen without
adversely affecting your cash flow.
More
To learn more about gifts of life insurance, Email us,
complete the Information Request
Form, or call us at 215-679-9511 so that
we can assist you.
Perkiomen
200 Seminary Ave
Pennsburg, PA 18073
215-679-9511
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