LEVERAGE CURRENT ASSETS
ENHANCE PLANNED GIVING
We help clients further develop planned giving opportunities by dramatically increasing fundraising, using a Premium Financed Life Insurance strategy with their donors: minimum $15M net worth.
Our Partner's Clients:
One of the top three hospitals in the country - over $2 Billion in 10 years
Large human rights organization - over $100M in increased endowment
Schools in the Big 12, Pac 12, ACC, and SEC
Summit Life Equity has a heart to see charity and nonprofit organizations thrive and greatly expand their planned giving funds. We continually aim for the highest levels of service and integrity because our primary focus is on our clients best interests.
Our partner's organization has been directly responsible for raising several billion dollars in additional gifts to universities, medical clinics, colleges and foundations both domestically and internationally. We collectively have over eighty years experience in the premium finance industry.
1267 Willis Street, Suite 200
Redding, CA 96001