Advanced Markets Radio - Beware of Missteps in Policy Valuation

JH Advanced Markets Radio
February 17, 2010
Beware of Missteps in Policy Valuation

Fresh back from the University of Miami Heckerling Institute, today we have Mary Ann Mancini, Partner with Bryan Cave LLP joining Randy Zipse, JD & VP Advanced Markets to discuss what to watch out for when it comes to valuing life insurance policies that have been transferred or sold.

With a bounty of new products in the life insurance market place and efforts to avoid the infamous ‘look back’ rule, the business of valuing life insurance policies is becoming ever more tricky. Beware— using gift tax rules to value a policy that should be subject to the income tax rules can be a major planning misstep.

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