Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving

Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.

Topics to be addressed are:

•    Life Settlement Market Update

•    Life Insurance as an Asset

•    Life Insurance Valuation

•    Strategies to Maximize Life Settlement Value

•    Common Charitable Success Stories