New life insurance option offers fast-track to R. V. Walker membership

Transformative philanthropic giving is not just for the very wealthy. It can be easy, in fact, to make a significant gift anytime in your career when you expand your options to include planned giving.

In the OMS specialty, donors who make a planned gift of $25,000 or more to the
OMS Foundation are welcomed as members of the Foundation’s prestigious R.V. Walker Society. Their vision ensures that a commitment to research and education continues to define the OMS specialty for generations to come, and their generosity is recognized in the Foundation’s publications and at a private reception held at AAOMS’s Annual Meeting.

Treloar & Heisel, a longtime supporter of AAOMS and the OMS Foundation, is proud to collaborate with the Foundation to offer a new life insurance program that makes membership in the R.V. Walker Society more accessible, especially for early- and mid-career OMSs.

• Through a single-pay, limited underwriting life insurance program with United Life (available in most states), donors can purchase a policy listing the Foundation as owner/beneficiary, with coverage options from $25,000 to $100,000, without a medical examination.

• The premium for a $25,000 policy for a male, 45-year-old non-smoker is about $8,300. The total premium for a $50,000 policy for a similar applicant is less than $17,000 in one payment or $20,000 if paid over five years.

• Policies valued at $25,000 or more convey Walker Society membership at the time of purchase.

• The policy delivers an irrevocable gift to the OMS Foundation upon the purchaser’s passing.

To learn more and enroll contact Treloar & Heisel at 800-852-4900.