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Question about counting for fully funded insurance policies

  • 1.  Question about counting for fully funded insurance policies

    Posted 03-11-2025 12:36 PM

    Hello, all –

     

    May I ask if any of your institutions count fully-paid, irrevocable life insurance policies at face value (i.e. NOT at the current cash surrender value) in any circumstances?  And if so, what circumstances these would be in?    

     

    Thanks,  

     

    Michael Halverson, Ed.D.
    Associate Vice President
    Development Resources
    Division of Development and Alumni Relations
    6200 San Amaro Drive, Suite 300
    Coral Gables, FL 33146
    Office: 305-284-1608 | Cell: 320-363-4987
    Email: mhalverson@miami.edu
    miami.edu | everbrighter.miami.edu


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