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October 18 2017 - Morning Education Meeting
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When: Wednesday, October 18, 2017
8:30 AM - 10:00 AM
Where: New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (Between 5th and 6th Avenue)
New York, New York 
United States

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Date: Wednesday, October 18, 2017

Time: 8:30 AM - 10:00 AM

New York University - Midtown Center (across from Bryant Park)
11 West 42nd Street (Between 5th and 6th Avenue)
Room: 1027
New York, NY

Topic: Estate and Tax Planning Applications for Market Based Life Insurance Valuations

Speaker: FPANY 2017 Gold Sponsor, Don W. Poole, Director, New York Office - Ashar Group

Program Description:

Increasing longevity and other disruptive factors are changing the face of life insurance valuation. Fiduciaries and financial professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients. New market-based valuation methodology, based on a real-time willing buyer-willing seller marketplace for life insurance, is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients.

Learning Objective:
Life Insurance 1. Understand the inherent danger in health agnostic valuations for tax planning and complicated hold/pay/change/sell decisions with senior clients. 2. Learn how new independent market-based valuation methodology differs from insurance carrier valuations based on reserves and standard independent appraisals based on historical data. 3. Discover estate and tax planning applications to mitigate risk and assure that client best interests are served.

Level of Complexity:

Applying for 1.5 CFP® CE credits with the CFP Board. You can also earn 1.5 CPE credits for NY licensed CPAs.

Registration Fees:
FPANY Member - Free
Non-FPANY Member - $50
NYU Student - Free (Please contact us at to register.)

About Our Speaker:
Don W. Poole is Director of the New York Office of Ashar Group/Ashar SMV with corporate offices in Orlando, Florida. Don is a respected authority on life settlements with experience on both the buy-side and the sell-side. He is no stranger to the stage, and brings with him engaging style and unique insights about the secondary market. Ashar Group/Ashar SMV is nationally recognized as a best in class firm, specializing in support of financial professionals and fiduciaries. Independent services include policy valuations, life settlement brokerage, and longevity services.




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