Lunch & Learn
Estate and Tax Planning Applications for Market-Based Life Insurance Valuations
Brought to you by Ashar Group
Presenter: Jon B. Mendelsohn, CEO
Increasing longevity and other disruptive factors are changing the face of life insurance valuation. Fiduciaries and financial professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients. New market-based valuation methodology, based on a real-time willing buyer-willing seller marketplace for life insurance, is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients. This discussion has broad application across practice areas and will help fiduciaries to mitigate risk and assure that client best interests are served.
- Understand the inherent danger in health agnostic valuations for tax planning and complicated hold/pay/change/sell decisions with senior clients.
- Learn how new independent market-based valuation methodology differs from insurance carrier valuations based on reserves and standard independent appraisals based on historical data.
- Discover estate and tax planning applications to mitigate risk and assure that client best interests are served.