Charitable Services

Life Insurance Appraisal

A qualified appraisal for gifts of life insurance to charity (only for policies with a fair market value greater than $5000)

Learn more about the Life Insurance Appraisal


P.U.R.E. ℠ Report - Policy Upgrade Risk Evaluation Report

A review of options with an existing policy when considering a proposed “upgrade”

Learn more about the PURE Report


 V.I.P. ℠ Report - Valuation of Insurance Property Report

An actuarial assessment of the present value of an existing life insurance contract

Learn more about the VIP Report


Premium Adequacy Report

A stand alone, quick review to help determine the necessary premium level to keep the policy in force to meet your objectives.

Learn more about the Premium Adequacy Report


Stewardship Support Program (SSP)

Ongoing management of life insurance assets to help assure continued alignment with maturing objectives and changing circumstances.

Learn more about the Stewardship Support Program (SSP)


General Consulting

Project specific support for life insurance uses and policy performance evaluation.

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Neither Petra Life Services, Inc. nor its representatives may give you tax or legal advice. We recommend that you consult with, and rely on, your own tax and legal advisors about the concepts presented in these materials.