Increasing longevity and other disruptive factors are changing the face of life insurance valuation.  Fiduciaries and insurance professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients.  Form 712/Interpolated terminal reserve value DOES NOT EQUAL fair market value.  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. 

Jon Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV, is recognized nationally as the leader in life insurance valuations, life settlements, and longevity services.  Jon’s companies serve financial professionals and fiduciaries as an independent resource to for advanced planning decisions concerning hold/pay/change/sell decisions on in force life insurance policies.  Jon was recently published in the November 2016 edition of Trust & Estates Magazine with a feature insurance article on “Rethinking Life Insurance Valuation for Seniors”.  Jon was also featured as a co-presenter with Larry Brody, ESQ. at the November 2016 meeting of the National Association of Estate Planners and Councils on the topic of “Policy Valuation and Transfer Tax Conventions vs. Market-Based Valuations”.  Jon has developed a unique approach to help financial professionals and fiduciaries engage in a conversation that expands planning opportunities for G1 and G2 and helps mitigate risk.

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