|
Program Description
Valuing a life insurance policy used to be a simple matter. However, outdated regulations, new insurance policy types, and industry pressure have significantly complicated the valuation process. Whether it is for gifting (trust, charity, or other) or estate tax purposes, distributions from employer to employee, trust-to-trust sale, or split-dollar plan terminations, the importance of the valuation is increasing as is the role of the valuation expert regarding life insurance policies.
Learning Objectives
After completing this webinar, attendees will be able to:
- Articulate the traditional methodologies for valuing a life insurance policy
- Mitigate the challenges associated with the traditional methodologies
- Contrast the outdated regulations with the new life insurance policy types
- Debate the impact of industry regulations on the traditional valuation methodology
- Utilize alternative valuation methodologies
- Identify new opportunities to expand their valuation services to individuals, businesses and charities
Who Should Attend
Valuators, analysts, practitioners, business consultants, attorneys, CPAs/accountants, CEOs, CFOs, financial advisors
Presenter(s)
Tony Martin, MBA, MTax, CFP, CLU, AIFA
Mr.Tony Martin is a principal at M3 Advisors and Martin Financial Group. He primarily focuses on integrating the tax and financial aspects of business organizations and their owners. His experience includes a broad range of tax, trusts and estates, and general corporate matters, including sophisticated estate planning, closely held business counseling, business succession planning, the structuring of business entities, joint ventures, and the acquisition and sale of business interests.
Mr. Martin also counsels individuals and families regarding federal, state, estate, gift and generation-skipping transfer tax issues, and the development of complex estate plans. Mr. Martin's professional designations included a MBA, MTax, CFP®.
CPE Credit |
Tony Martin, MBA, MTax, CFP, CLU, AIFA
|
