Advanced Planning Requires Experience.
Trust. Value. Results.
With a Secondary Market Valuation [SMV
®], advisors can finally provide the clarity and concise policy analysis clients demand. The simplicity, accuracy and trustworthy insight of the SMV
® is something you can stake your reputation on. Ashar’s unique blend of industry insight, carrier intelligence and proprietary underwriting formulas are integrated into the most valuable Secondary Market resource today.
The SMV
® can be a prudent and valuable solution in the following situations
- Determining the fair market value of your contract
- Completing a business valuation - including insurance or annuities
- Transferring a policy from one entity to another
- Exiting a Non-Equity Collateral Split Dollar contract
- M&A or bankruptcy transactions
- Partner disputes and buy/sell agreements
- Private foundations
click here to learn more about our SMV
® solution