Life Insurance Valuation Education

Life Settlement and Life Insurance Valuation Solutions for Estate, Business, Tax, and Charitable Planning

Our presentations provide life settlement education and perspective on the topics below:

  • Alternative life insurance valuation options for estate, business, tax, and charitable planning situations
  • Case studies of sales and valuations with trust, business, individual, and charity-owned policies
  • Current tax treatment and regulation on the life settlement transaction
  • An overview of the current life settlement market, its participants, and client profile
  • Professional responsibility and documentation overview

Request a Presentation for Your Team or Estate Planning Council

Ashar Group thought leaders present virtually and in person all around the country to estate planning councils so fiduciaries stay current on the life settlement market and educate them on the importance of treating life insurance as an asset. Request a webinar or live presentation to learn how life settlements and policy valuations impact planning with your clients.

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