Veriti Consulting is one of a few forensic accounting firms in the US with specialized knowledge to provide life insurance valuation for accounting matters. Contact certified forensic accounting firm Veriti Consulting LLC at 877-520-1280 Free or email us to learn more about our life insurance company valuation services.

1. VERITICONSULTINGLLC
Top Three
Life Insurance Valuation FAQ’s
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2. QUESTION #1
While insurance agents provide annual statements and specific
policy internal values, in most instances they will not be considered
“qualified appraisers,” as defined by the IRS. A qualified appraiser,
in general, is someone who is experienced and credentialed in the
valuation field, and spends a significant amount of time preparing
valuations as their occupation. It also requires the individual holds
her/himself out to the public as a life insurance valuation expert.
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Why can’t my insurance agent value my
life insurance policy?

3. QUESTION #2
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Why do I need my life insurance
policy value?
Depending on the circumstances, many gifts or transactions
involving life insurance policies, including policies held in
qualified plans, need to be reported to the IRS. The fair
market or cash value of the life insurance policy must be
established at the time the transaction occurs. If an audit of
the tax return occurs, the valuation report will substantiate
the value reported.

4. QUESTION #3
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How is a life insurance policy valued
for “fair market value” purposes?
Similar to other valuations for business interests or other
assets, an appraisal prepared by Veriti Consulting will consider
all three standard valuation approaches. These approaches
will include an asset, income and market methodology.

5. THANK YOU
THANKSFOR REVIEWINGTHIS PRESENTATION
PRESENTATION BY: VERITI CONSULTING LLC
8111E. THOMASRD. #120SCOTTSDALE, ARIZONA 85251
TEL: (877)520-1280 • EMAIL: INFO@TRUTHBEHINDNUMBERS.COM
WWW.TRUTHBEHINDNUMBERS.COM

6. EXPERTTEAM
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In-DepthExperienceandUnparalleledExpertise
Liz Monty,
CPA/ABV, CFF, CFE, CVA, DABFA
Managing Director
John White,
MBA, CPA/ABV, CFF, CFE, CBA, CrFA, ASA
Managing Director

7. CONTACT
VERITICONSULTING LLC
CONNECTWITHEXPERIENCED FRAUD,
FORENSIC& ECONOMICDAMAGES EXPERTS
CALL:877-520-1280
EMAIL:INFO@TRUTHBEHINDNUMBERS.COM
PRESENTATION BY: VERITI CONSULTING LLC
8111E. THOMASRD. #120SCOTTSDALE, ARIZONA 85251
TEL: (877)520-1280 • EMAIL: INFO@TRUTHBEHINDNUMBERS.COM
WWW.TRUTHBEHINDNUMBERS.COM