Lunch & Learn

Estate and Tax Planning Applications for Market-Based Life Insurance Valuations

04 Oct 2017
12:45 pm -1:30 am

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.

Attendees will:

  1. Understand the inherent danger in health agnostic valuations for tax planning and complicated hold/pay/change/sell decisions with senior clients.
  2. Learn how new independent market-based valuation methodology differs from insurance carrier valuations based on reserves and standard independent appraisals based on historical data.
  3. Discover estate and tax planning applications to mitigate risk and assure that client best interests are served.