def: (ash-er) “do what is right and you will be blessed”

Who We Serve

Financial Professionals & Fiduciaries

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.

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

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.

National Partners

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.

Who We Serve

Planning Professionals Policy Owners National Partners

What We Do

About Us

How We're Different Our Values We Are Ashar

Success Stories

Knowledge Center

NEWS RESOURCES General FAQs

Contact Keep or Sell?

def: (ash-er) “do what is right and you will be blessed”

Who We Serve

Financial Professionals & Fiduciaries

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.

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

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.

National Partners

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.

Who We Serve

Planning Professionals Policy Owners National Partners

What We Do

About Us

How We're Different Our Values We Are Ashar

Success Stories

Knowledge Center

NEWS RESOURCES General FAQs

Contact Keep or Sell?

Life Insurance Valuation Education for Fiduciaries

Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals

Our presentations provide life settlement education and perspective on the topics below:

Alternative life insurance valuation options for estate, business, tax, matrimonial disputes, and charitable planning situations
Case studies of sales and valuations with trusts, business, individual, and charity-owned policies
Current tax treatment and regulation on the life settlement transaction
An overview of the current life settlement market, its participants, and client profile
Professional responsibility and documentation overview

Request a Presentation for Your Team or Estate Planning Council

Ashar Group thought leaders present virtually and in person all around the country to estate planning councils so fiduciaries stay current on the life settlement market and educate them on the importance of treating life insurance as an asset. Request a webinar or live presentation to learn how life settlements and policy valuations impact planning with your clients.

Name

First Last

Phone

Email

Estate Planning Council

Primary Practice Area of Audience

Presentation Type (Choose One)

Live Presentation

Virtual Presentation

Preferred Ashar Resource

Topics I'd Like to Learn More About

How Life Settlements and Policy Valuations Impact Planning

Life Settlements: Market Overview

Treating Life Insurance as an Asset

Life Settlements Professional and Ethical Responsibility

Additional Comments

LIFE SETTLEMENT POLICY AUCTION

Jon B. Mendelsohn
Chief Executive Officer

Jamie L. Mendelsohn
Executive Vice President

Jason T. Mendelsohn
Co-Founder and President