Life Insurance Policy

Life Insurance Policy Diagram. Description of image is listed below.

How It Works

  1. You assign all the rights in your insurance policy to MSU, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. MSU may surrender the policy for its cash value or hold it and receive the proceeds at your death

Benefits

  • You receive a federal income-tax deduction
  • If premiums remain to be paid, you can receive income-tax deductions for contributions to MSU to pay these premiums
  • You can make a substantial gift on the installment plan
  • MSU receives a gift they can use now or hold for the future

 

Contact Us

Jeffrey T. Spoeri, J.D.
Vice President for University Advancement
(940) 397-4782
jeff.spoeri@msutexas.edu

Midwestern State University
3410 Taft Blvd.
Hardin 110
Wichita Falls, TX 76308

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