Many business owners (and advisors) treat life insurance as just another expense. It’s often viewed as a necessary protection tool, and once the box is checked, it’s filed away and never revisited. Life insurance should be treated as an asset that can be valued like real estate, investments, or antiques. In the world of succession planning, M&A, retirement, exit strategy, and continuity planning, life insurance isn’t just a protection tool; it can be leverage that impacts business planning outcomes.
Ashar Group is a nationally licensed sell-side life settlement firm that protects policy owners’ best interests by facilitating a competitive policy auction to deliver the best value to sellers. We are an independent resource for fiduciary advisors and their clients, specializing in life insurance valuation for planning purposes. Ashar Group does not sell life insurance, manage assets, or purchase policies.
