Meet our Firm

With over 30 years of experience evaluating life insurance policies for the secondary market, we have helped agents find much-needed cash for their clients. Policy Appraisal is a completely new approach to assisting and helping agents better manage their client’s personal information completely, quickly and confidentially.

May, 1989
As originators, we helped create the life insurance settlement industry in a small office in Cleveland.

June, 1999
Expert Witness, state and federal criminal investigations for potentially fraudulent practices.

March, 2019
Started independent company, solely focused on evaluations of life insurance policies for the secondary market. 

May, 2023
Amidst inflation challenges, PolicyAppraisal.com supports financial advisors and life insurance agents with free appraisals, using cutting-edge algorithms and Value Finder™ software.