Valuation Services – Xpert Life Insurance Advice

Policy valuations and appraisals are very important and useful in many situations and sometimes mandatory. Given the differing reasons for valuations and the variety of firms in the market offering such, it is important to seek out the appropriate firm for the task at hand.

OC Consulting Group does not offer appraisal service itself but works with a number of firms and coordinates the process. An appraisal for a charitable gift, an inter-trust sale and an IRS audit or return require differing levels of service and we have the experience to direct you the best firm for your need and budget.