Membership Meeting: Life Settlement and Insurance Valuation for Estate Tax Professionals
Date: Thursday, May 8, 2025
Time: 11:30am - 1:00pm
Location: Merrill Lynch 2850 NW 43rd St, Suite 350, Gainesville, FL 32606
Speaker: Jamie L. Mendelsohn with the Ashar Group
Join us for the Estate Planning Council Membership Meeting. RSVP Here
Each member is permitted to bring a guest one time per year at no cost. Space is limited. Please email office@cfncf.org with any questions.
This session is sponsored by
Topic: Life Settlement and Insurance Valuation for Estate Tax Professionals
Life insurance is a mainstay in estate and business succession/buy-sell planning. As circumstances change, advisors and their clients can value and potentially monetize existing policies for more than the cash surrender value. The valuation of existing life insurance policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.
- Life Settlement Market Update
- Life Insurance is an Asset
- Life Insurance Valuation
- Strategies to Maximize Life Settlement Value
- Common Success Stories
Presenter: Jamie L. Mendelsohn with the Ashar Group
