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The Impact of U.S. vs. Connelly on Estate Valuation and Buy-Sell Agreements

July 11 @ 1:00 pm - 2:00 pm

Join us for an insightful webinar exploring the landmark case of U.S. vs. Connelly and its profound implications for estate valuation and buy-sell agreements. This session is designed to help financial professionals learn about how to accurately value their clients’ estates in a buy-sell agreement

Key Topics:

  • U.S. vs. Connelly Case Overview
  • Importance of Accurate Estate Valuation
  • Buy-Sell Agreements
  • Using Life Insurance for Buy-Sell
  • Expert Insights from Marshall & Stevens

Why Attend?

  • Gain a comprehensive understanding of the legal and financial aspects of estate valuation following – U.S. vs. Connelly.
  • Learn how to effectively implement buy-sell agreements using life insurance to protect your clients’ business interests.
  • Access specialized valuation services through our partnership with Marshall & Stevens, enhancing the accuracy and reliability of your clients’ estate and business valuations.

Register today for this essential webinar and equip yourself with the knowledge and tools to navigate the complexities of estate valuation and buy-sell agreements effectively

Lessons from the Connelly case

Andrew Rinn, AVP of Advanced Markets Strategy for North American, has shared his insights on this landmark case, and what lessons can be taken and applied to your work in the life insurance industry.