Ashar Group announces the SMV®, Secondary Market Valuation for the Financial Services and Life Settlement Industry

Clients Have Questions. We Have Answers.

We provide answers to the questions your clients are asking – “What are my options if I no longer need or want to pay for my policy? What is my policy worth?” Our life insurance valuation options arm you with the information needed to deliver comprehensive planning solutions. If a life settlement is the best path for your client, we will guide you through the process so you can focus on what you do best.

Exchange existing life insurance for cash today.

Decisions made easy.

Should You Keep or Sell Your Life Insurance Policy?

Did you know you can sell a life insurance policy for cash? A life settlement offers a significantly higher value than simply letting an unneeded, unwanted or unaffordable policy lapse. Whether you are a policy owner or a loved one looking for options, the first step is to determine its value. Our sole responsibility is to you – the policy owner. We ensure you get the unbiased information you need to determine the right path and deliver the best possible outcome.

Your life insurance policy is an asset and should be valued.

Decisions made easy.

Find out if a life settlement is the right path for you.

Relationships Matter.

You’ve likely spent decades building relationships on a foundation of trust. Ashar deliberately partners with organizations that share similar values of serving clients’ best interests and a dedication to compliance and transparency. This includes honoring the relationships companies have built with their clients and ensuring our actions help protect those relationships.

As a life settlement fiduciary, we represent the policy owner and sit on the same side of the table as financial professionals and the clients you serve.

Education Made Easy.

Learn more through our library of blogs, articles, and videos.

Clients Have Questions. We Have Answers.

We provide answers to the questions your clients are asking – “What are my options if I no longer need or want to pay for my policy? What is my policy worth?” Our policy valuation options arm you with the information needed to deliver comprehensive planning solutions. If a life settlement is the best path for your client, we will guide you through the process so you can focus on what you do best.

Exchange existing life insurance for cash today.

Decisions made easy.

Should You Keep or Sell Your Life Insurance Policy?

Your life insurance policy is an asset and should be valued.

Decisions made easy.

Find out if a life settlement is the right path for you.

Relationships Matter.

Education Made Easy.

Learn more through our library of blogs, articles, and videos.

For Immediate Release

Ashar Group announces the SMV®, Secondary Market Valuation for the Financial Services and Life Settlement Industry

Orlando, FL – August 21, 2014 (Marketwire) Ashar Group today announced a new valuation standard for determining fair market value of life insurance policies in the Financial Services and Life Settlements Industry called the SMV®, or the Secondary Market Valuation℠.

Ashar’s proprietary SMV®, Secondary Market Valuation, is a unique analysis performed by Ashar Group to assess the fair market value of a life insurance or annuity asset for planning purposes.

The SMV® is the flagship valuation instrument in Ashar’s suite of life settlement and secondary market tools and is offered to financial advisors, attorneys, CPAs, banks, trustees and private client groups who focus on comprehensive estate and business planning.

The SMV® was created to meet the demands of attorneys, CPAs, and fiduciaries for a standardized valuation of life insurance assets. A strong regulatory environment, increased public awareness of life settlements, and consumer friendly legislation protecting the right of the policy owners to sell their life insurance policies for more value, were the main drivers.

Additionally, as a result of changes in what is considered a “fiduciary responsibility”, more and more professional advisors for the high net worth market are seeking to mitigate risk and review all possibilities to benefit their clients. “In many of the more complex planning scenarios, the SMV® is chosen by the financial planning professionals who demand a formal and concise evaluation of secondary market value,” says Ashar Group CEO, Jon Mendelsohn.

The SMV® includes factors such as:
1. Policy Filter – in-depth analysis of policy contract and illustrations
2. Longevity Analysis - projected mortality of the insured
3. Market Competitiveness – current eligibility requirements

“In these ultracompetitive economics times, protecting client relationships is paramount,” said Mendelsohn. “It is important for advisors of all types to understand the secondary market value of their clients’ assets, including the SMV®, Secondary Market Valuation, of their life insurance. The SMV® enables an advisor to better serve their clients by assessing options and total value of their personal and professional holdings, including their life insurance assets.”

About Ashar Group:

Ashar Group, LLC serves as a strategic partner and specialist in the Secondary Market for Life Insurance. Founded in 2003, Ashar Group has passed the stringent compliance and due diligence requirements of top-tier domestic and international financial institutions and advisory firms. Ashar has forged longstanding strategic partnerships in the financial services and insurance markets. This proven track record has established Ashar as the trusted and go-to resource in this space.

For more information about Ashar Group visit: www.ashargroup.com

Press Contact:
Bill Clark
Ashar Group
bill.clark@ashargroup.com
321.441.1127

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Ashar Group announces the SMV®, Secondary Market Valuation for the Financial Services and Life Settlement Industry

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