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Personal Calculators

Lifetime Gifts of Insurance
(Gift illustration)

How it works

You transfer ownership of a paid-up life insurance policy to K-LOVE.

K-LOVE cashes the policy now, or maintains it and receives the death benefit later.

Benefits

• You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
• 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 gain the satisfaction of making a significant gift to K-LOVE without adversely affecting your cash flow.

For more information

Email us, complete the personal illustration form, or call us at 916-251-1715 so that we can assist you through every step of the process.