Life Settlement Exchange, LLC uses it's extensive database of market exchange transactions to provide portfolio valuations for investors who hold fractional interests in life settlements (FLS).
Investors request valuation reports for many reasons; division of assets, divorce, and for tax events such as Roth conversions.
For more information on Valuation Report methodology:
Fractional interest life settlement (FLS) valuations are based on the "Fair Value" method outlined in Financial Accounting Standards Board (FASB) FTB 85-4-1 and further detailed in Treasury Regulations, Subchapter B, Sec. 20.2031-2. For more specifics on methodology please refer to the "Methodology" link on this page.
Life Settlement Exchange, LLC 3215 Carlisle St. Bedford, TX76021 ph: (972) 965-7030 fax: (817) 545-6265 info@lifesettlement-exchange.com