Policy Valuation – Factors to Consider


Manage episode 212836491 series 1225492
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.
Policy valuation is a tricky area for clients and their Financial Professional advisors. The IRS has not made this easier, offering little or outdated guidance. This podcast will offer insights into these issues and possible approaches for clients and FPs. Guest: Jamie Mendelsohn, Executive Vice President of Ashar Group and Ashar SMV. IU-137551 (6/18) (Exp. 6/20)

39 episodes available. A new episode about every 82 days averaging 29 mins duration .