Unlock Hidden Philanthropic Capital for Your Clients
For more than 22 years, Boyd Settlements has partnered with advisors, attorneys, CPAs, and wealth managers to help clients transform unwanted life insurance policies into Meaningful Charitable Impact.
Unlock charitable giving: Convert an unwanted life insurance policy into philanthropic capital.
Preserve legacy assets: Keep investment portfolios and other assets intact.
Eliminate future premiums: End ongoing premium payments and policy management.
Support meaningful causes: Help clients fund the organizations they care about most.
A Trusted Partner
We collaborate with advisors to help clients maximize the value of unwanted life insurance policies while protecting your client relationships every step of the way.
Helping Advisors Create Stronger Client Legacies
- Highly personalized service
- Seamless transactions
- Confidential process
Let’s start the conversation.
727-365-0076