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DTSTART:20250508T153000Z
DTEND:20250508T170000Z
LOCATION:Merrill Lynch 2850 NW 43rd St, Suite 350, Gainesville, FL 32606
UID:2717520250508T153000ZMembership Meeting: Life Settlement and Insurance Valuation for Estate Tax Professionals
DTSTAMP:20260429T171805Z
DESCRIPTION:\n \nJoin us for the Estate Planning Council Membership Meeting. [RSVP Here](https://cfncf.fcsuite.com/erp/donate/list/event?event_date_id=10923)\n \nEach 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. \n \nThis session is sponsored by\n \n\n \nTopic: Life Settlement and Insurance Valuation for Estate Tax Professionals \nLife 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. \n \n \n- Life Settlement Market Update\n \n- Life Insurance is an Asset\n \n- Life Insurance Valuation\n \n- Strategies to Maximize Life Settlement Value\n \n- Common Success Stories\n \n \n \n \n \nPresenter: Jamie L. Mendelsohn with the Ashar Group\n \n \n \n \n\n[Check here to read bio](https://ashargroup.com/about-us/we-are-ashar/team/jamie-l-mendelsohn/)\n
SUMMARY:Membership Meeting: Life Settlement and Insurance Valuation for Estate Tax Professionals - North Central Florida Estate Planning Council 
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