mendelsohn218

“Willing Buyers” Change the Face of Life Insurance Valuations

Seniors will benefit the most.

The new tax law increasing estate tax exemptions is one in a series of recent changes that are impacting seniors who’ve previously deployed life insurance strategies for estate and tax planning. Other factors, which were unforeseen for life insurance policies issued several years ago, are also creating unanticipated consequences for seniors. For example, most wealthy seniors are living longer than they expected and may no longer need their life insurance or are in danger of outliving

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish