AXA, Life with inSight: Commuter Podcast Series by AXA Equitable Life Insurance Company
Policy Valuation – Factors to Consider
- Autor: Podcast
- Narrador: Podcast
- Editora: Podcast
- Duração: 0:30:41
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Sinopse
Policy valuation is a tricky area for clients and their Financial Professional advisors. The IRS has not made this easier, offering little or outdated guidance. This podcast will offer insights into these issues and possible approaches for clients and FPs. Guest: Jamie Mendelsohn, Executive Vice President of Ashar Group and Ashar SMV. IU-137551 (6/18) (Exp. 6/20)