Life Insurance Valuation Impacts Planning


The only way an advisor can ensure their clients get an accurate valuation of their existing life insurance policy (and the best value if a life settlement option is chosen) is by partnering with an independent life settlement resource whose sole responsibility is to protect the best interests of the policy owner/seller.


The anticipated economic shift is expected to ignite a surge in planning scenarios needing life insurance policy valuations. ​​​

Valuations of life insurance for any need (trust-to-trust transfer, merger & acquisition, charitable donations, bankruptcy, or marital dissolutions) are incomplete without a fair market value (FMV) and longevity component.  

As a qualified appraiser of life insurance for estate, tax, and charitable planning, Ashar Group provides the fair market value of the policy, giving you and your clients the information needed to make informed decisions. Ashar Group is also a nationally licensed life settlement broker protecting the best interests of the policy owner/seller using our proprietary policy auction platform that ensures the best offer for the policy. 

Some of your retirement-age clients could benefit from a life settlement solution to provide funds for retirement planning, long-term care, or medical costs. If they own existing life insurance policies they no longer need, a life settlement can be a valuable alternative to lapsing or surrendering an unwanted policy.

Jon B. Mendelsohn (CEO) and Jamie L. Mendelsohn (EVP) from Ashar Group share the importance of determining the fair market value of life insurance policies for various planning situations.

Want to Learn More?

Schedule a call to discuss how we help you integrate life settlements and life insurance valuation into your client conversations, share tools that will help you get started, and calculate the opportunity for your firm and clients.

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