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    Whitepaper

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    Life Insurance Policy Valuation

    Policy Valuation: A Guide to Establishing Fair Market Value

    Categories: Whitepaper
    Tags: AdvisorsClientsEstate PlanningIndustry InsightsLife InsurancePolicy Valuation

    Fair market value plays a critical role in life insurance policy transfers and taxation. This guide outlines key valuation methods and important considerations.

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    Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA / SIPC. Tenzing Insurance Strategies is independently owned and operated. Tenzing Insurance Strategies is a Member Firm of M Financial Group. Please go to mfin.com for further details regarding this relationship. The principal place of business for Tenzing Insurance Strategies is 20 Pickering Street Needham, MA 02492, phone: 781-444-8600. Kenneth B. Knox is a registered representative and can sell variable life and other securities products in MA. CA agent # : 0E30878. Kenneth B. Knox is also licensed to sell life insurance in many other states, and licensing information can be provided upon request. Check the background of this investment professional or Firm on FINRA's BrokerCheck. File #7479353.2
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