Join us on June 4 from 10:30 am - 1:00 pm ET for a webinar watch party surrounding a virtual presentation by Jamie Mendelsohn, Executive Vice President of Ashar Group. There will be delicious food, valuable insights, and an opportunity to network and discuss following the webinar. CE credits available! (See below for details.)
Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.
Topics to be addressed are:
• Life Settlement Market Update
• Life Insurance as an Asset
• Life Insurance Valuation
• Strategies to Maximize Life Settlement Value
• Common Charitable Success Stories
At the conclusion of the discussion, you will be able to:
• Identify clients who may benefit from a life settlement
• Inform eligible clients about the need to get existing life insurance appraised for fair market value before they lapse or surrender the policy
• Incorporate life settlement best practices so clients are protected and potential liability/reputational risk will be mitigate
CE Eligibility:
CFP Credit: $5
CLE/Legal Credit: $5
CPE/Accounting Credit: $5
Prof. Recertification/PRP Credit: $5
Jamie Mendelsohn is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance. Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals.
Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.
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