NAEPC Webinar: Rethinking Life Insurance Valuation for Seniors

Date: Wednesday, January 18, 2017
Time: 11:30am - 1:00pm
Location: Moynihan Lyons PC, 6529 Riverside Ave., Ste. 132, Riverside, 92506
Speaker: Jon Mendelsohn

Thank you to this month's webinar host: Moynihan Lyons PC.

The Estate Planning Council of Riverside County has received a full year subscription to the monthly Webinars provided through NAEPC as part of our "5 Star" Council recognition.


Increasing longevity and other disruptive factors are changing the face of life insurance valuation.  Fiduciaries and insurance professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients.  Form 712/Interpolated terminal reserve value DOES NOT EQUAL fair market value.  New market-based valuation methodology, based on a real-time, willing buyer-willing seller marketplace for life insurance, is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients.  This discussion has broad application across practice areas and will help fiduciaries to mitigate risk and assure that client best interests are served. 


Jon Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV, is recognized nationally as the leader in life insurance valuations, life settlements, and longevity services.  Jon’s companies serve financial professionals and fiduciaries as an independent resource to for advanced planning decisions concerning hold/pay/change/sell decisions on in force life insurance policies.  Jon was recently published in the November 2016 edition of Trust & Estates Magazine with a feature insurance article on “Rethinking Life Insurance Valuation for Seniors”.  Jon was also featured as a co-presenter with Larry Brody, ESQ. at the November 2016 meeting of the National Association of Estate Planners and Councils on the topic of “Policy Valuation and Transfer Tax Conventions vs. Market-Based Valuations”.  Jon has developed a unique approach to help financial professionals and fiduciaries engage in a conversation that expands planning opportunities for G1 and G2 and helps mitigate risk.


Continuing education credit is available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.


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