*THIS IS AN INVITATION-ONLY EVENT*
This exclusive discussion will focus on helping clients overcome financial barriers to senior living, care, and retirement needs.
If you have professional contacts in private-pay senior living or estate planning who would benefit from this event, please reach out to Jason Mendelsohn (President of Ashar Group) at Jason@AsharGroup.com or 321.441.1115 to discuss extending an invitation.
One Senior Place
Date/Time:
Thursday, May 7, 2026
4:00 PM – 6:00 PM
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
Policy was underfunded and sitting in an ILIT
Eliminated future premium payments and used the funds for medical bills.
Client outlived all planning and premiums were due
The adult children no longer needed to fund the caregiving needs.
