Blogs

How Nonprofits Can Maximize Return from Donated Life Insurance Policies

Dec 03, 2015

Experienced nonprofit managers know that when it comes to funding, creativity is key. Just like you shouldn’t put all your proverbial eggs in one proverbial basket, you shouldn’t rely on a single type of funding stream — individual donations, say, or corporate sponsorships — to allow your organization to carry out its mission. After all, […]

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Happy Thanksgiving from the Ashar Group

Nov 25, 2015

Thanksgiving is an important holiday to us here at the Ashar Group. Every year around this time, we find ourselves slowing down for a moment—we look away from our computer screens and spreadsheets, take a deep breath, and reflect on our blessings.

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Assessing Your Assets in Retirement Planning

Nov 09, 2015

This post is part of our series for advisors to pass to their clients.  Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]

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How the Acres of Diamonds Speech Applies to Life Settlements

Nov 06, 2015

Most of us in the financial world are familiar with Russell Conwell's famous Acres of Diamonds speech. Conwell, a Civil War captain and the first president of Temple University, delivered this speech thousands of times beginning in the 1880s, earning millions of dollars in speaking fees (the profits of which he sent back to Temple, […]

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Life Settlement Terms You Should Know

Oct 29, 2015

This post is part of our series for advisors to pass to their clients.  Life settlements can be complex, but finding the right person to advocate on your behalf can make things that much easier. We here at Ashar Group want to help you provide the resources that policy sellers need to flourish in this […]

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Understanding Life Expectancy Planning

Oct 21, 2015

When planning how much money to save for retirement, there are certain factors people think of right away. Lifestyle is a big one—how much money do you need to maintain the lifestyle you’re accustomed to? Health is another—are you relatively healthy, or is long-term care something you know you’ll need in the near future? One […]

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Preserving Independence for Aging Loved Ones

Oct 19, 2015

This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]

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How to Help Your Aging Loved One Stay at Home

Oct 14, 2015

This post is part of our series for advisors to pass to their clients.  Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]

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How to Invest a Lump Sum from a Life Settlement

Oct 12, 2015

Unless you’re a finance geek—like all of us here at Ashar—there’s not a whole lot about managing one’s finances that could really be called “fun.” Monitoring investments, keeping track of bills and taxes…for most people, that’s more obligation than choice.

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When Should You Keep Your Life Insurance Policy?

Oct 09, 2015

This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]

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