Life Insurance Policy Valuation: What You Don’t Know Can Hurt You (PDF PPT ONLY)
Speakers: Jon B. Mendelsohn, Michael Amoia, J.D., LLM (Tax), CFP, CLU, ChFC, Robert C. Slane, AEP, CLU
Year: 2014
Body of Knowledge:
Estate Planning/Wealth Transfer,
Estate and Gift Tax Rule,
Techniques
Competence: Technical |
Level: Advanced |
Session Rating: 4.84
Valuation rules for life insurance are out of date. Low interest rates, secondary guarantees, and accounting positions can cause insurance companies to overstate the value of a policy. Transferring a policy can create unintended gift tax issues; we'll review the rules and offer some alternatives.