Cutting-Edge Alternative Investment Valuation and Financial Advisory Firm Transparently Serving the Full Range of Asset Managers, Attorneys, CFOs, and CPAsTM
NAV values all types of life insurance policies. We also value complex split-dollar arrangement. Our analysis can be utilized in tax appraisals, financial reporting valuations, fund valuations, and in litigation support.
Our valuation analysis covers policy variables such as the face value of the policy, discount analysis, rate analysis, future and past premium assessments, and an understanding of key IRS guidance.
Please contact us for more information.