Archive for April, 2013

A Story to Demonstrate the Value of Policy Appraisals/Valuations

April 1st, 2013 No comments

A few months ago I was called by an attorney who was representing the estate of an individual who died owning a $10,000,000 permanent life insurance policy on a life of a family member. The issue at hand was as follows:

– the policy had an account value of $375,000
– the surrender cash value was $210,000
– the 712 from the carrier was for $1,350,000

You see the issue? Read more…

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