Veriti Consulting LLC provides fair market value valuations for life insurance policies that are exchanged or sold, resulting in a taxable situation. In addition, recent tax law changes have significantly impacted the valuation of life insurance policies held in qualified plans. A determination of fair market value can now be completed by experienced business valuation specialists.

Reports are prepared to comply with IRS guidelines for valuation and prevailing professional standards. Our services include analysis of the asset, income and market approaches and all prevailing methodologies applicable in the valuation field. Key factors include:

• Type of Policy
• Face Value of Policy
• Current Policy Values and Rates
• Past and Future Premium Payments
• Insured’s Age and Health Factors
• Insured’s Life Expectancy
• Life Settlement Studies and Specific Policy Analysis
• Analysis of Studies Relating to Discounts for Lack of Marketability
• IRS Regulations and Procedures Relating to Valuation

Valuation reports are prepared by Certified Public Accountants with more than 35 years combined experience in financial matters. Our valuation experts have completed hundreds of reports and hold the highest and most respected certifications and credentials in the profession. Following is a list of the certifications held by our professionals.