Life Insurance Valuation

Life Insurance Valuation

It involves a variety of methods and analytical assumptions

 

Often, the value of a life insurance policy becomes an issue when there’s a contemplated or actual transfer of a policy. The transfer may involve an estate or gift matter or moving a policy to an irrevocable life insurance trust (ILIT). When an estate or gift matter is involved, the Internal Revenue Service requires that a Form 712 Life I

All access premium subscription

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

TAGS: Insurance
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