The Fair Market Valuation (FMV) of a life insurance policy can be used for the purposes of valuing policies transferred to a corporation prior to March 22, 2016, for valuing a corporation’s shares, for divorce calculations for marital property, for transfers from corporately owned to personal, for US Citizens owning Canadian policies residing in Canada and vice versa, and for charitable giving.
GBL is a recognized leader in FMV.
Are you a good candidate for FMV?
An actuarial calculation and certification is recommended to determine the FMV on your life insurance policy in the following situations:
Business owners considering FMV as a valuation strategy should consult their financial planner.
My overall experience dealing with GBL has been "exceptional." I have and will continue to refer you to anyone in need of Actuarial Services.Yves Bergeron, FSA, FCIA