Policy Valuation – Factors to Consider

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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 The IRS has not made this easier, offering little or outdated guidance.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 .