Life Insurance Policy Valuation

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Jon B. Mendelsohn
Ashar Group

Thursday, February 8th, 2018 at 2PM ET
1 hour of CFP and CTFA CE pending

In today’s estate planning world, the fair market value (FMV) of a life insurance policy becomes an important consideration when a transfer involves an estate or gift matter or when moving a policy to or from an irrevocable life insurance trust (ILIT). Often, advisors simply order a Form 712 Life Insurance Statement from the carrier with no other valuation contemplated. This could be a mistake and cost your client money. This session will feature a policy valuation expert who will explain the best practices around policy valuation providing vital information for a trust of financial advisor.