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Articles by Todd I. Steinberg
Jon B Mendelsohn | WealthManagement.com
Home Jon B Mendelsohn Jon B Mendelsohn Co-founder and CEO, Ashar Group Jon B. Mendelsohn is CEO of Ashar Group, a family-owned business focused solely on the life settlement and policy valuation market for more than 17 years.
Supreme Court Rules on Estate Tax Consequences of Buy-Sell Arrangement
Over the summer, the U.S. Supreme Court decided that life insurance proceeds received by a closely held company and earmarked to redeem a deceased shareholder’s ownership interests increased the estate tax value of the company and, consequently, the deceased shareholder’s interests.
Private Placement Life Insurance: An Overview
Private placement life insurance (PPLI) is a sophisticated life insurance product that offers death benefit protection while also providing access to a variety of registered and non-registered investments that are accessible solely within the life insurance policy structure. Interest in PPLI has risen recently because its unique features make it attractive during periods of increased tax uncertainty and market volatility.
When Should Clients Explore Life Settlements For a Policy?
zhz_akey/iStock/Getty Images Plus Three key questions to consider before making a sale. Jon B Mendelsohn, Todd I. Steinberg | Mar 30, 2022 Life insurance is a mainstay in estate and business succession/buy-sell planning. Despite its widespread use, however, many advisors and their clients focus on a policy’s death benefits or current cash surrender value (CSV), rather than seeing the value of the life insurance policy as an investment asset with an existing fair market value.
Capturing unrecognized value in insurance policies. Jon B Mendelsohn, Todd I. Steinberg | Mar 21, 2022 Life insurance is a mainstay in estate and business succession/buy-sell planning. Despite its widespread use, however, many advisors and their clients focus on a policy’s death benefits or current cash surrender value (CSV), rather than seeing the value of the life insurance policy as an investment asset with an existing fair market value (FMV).
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