In the past few years, I have been satisfied with the quality of the valuation services performed by Pluris, the level of audit support provided, and the competitive pricing of their service. I look forward to continuing to work with them.

Rajesh Madan
Cutera, Inc. (CUTR)

Life Insurance Valuation Mortality and Discount Rates

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When valuing life insurance or life insurance-linked instruments such as split-dollar collateral assignment receivables or split-dollar promissory notes, the three elements of Fair Market Value are: (1) the illustrations from the insurance company projecting expenses, premiums, and cash values, (2) the mortality rates applicable to the insured life as of the valuation date, and (3) the discount rates applicable to the cash flows from the policy as of any given year. 

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