What Insurance Policies we cover
Mondelis also provides the calculation of Fair Market Value of Life Insurance Policies.
The Fair Market Value of a life insurance policy can often exceed its cash surrender value, due to:
- A decline in the insured’s health. The fair market value of the policy approaches the insured amount
- The original policy not being set up with a cash surrender value
In Canada, the transfer of a life insurance policy from an individual, to a corporation controlled by the individual, allows the transfer of retained earnings on a tax-free basis. Individuals, corporations, investment advisors and benefits consultants can all profit for our Fair Market Value reports.
Take advantage of the benefits of a small local firm with the same high degree of experience in providing personalized service as large consulting houses – at a fraction of the cost.