Blogs

Three Great Books for Financial Planners, Life Settlement Professionals - and Everyone Else

Oct 08, 2015

If you caught our “Filling the Bookcase” article from back in June, you know that we at the Ashar Group love a good book — especially if it helps us continue to get better at what we do. With summer on its way out, we thought it was time to offer up a few more […]

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How to Make Life Insurance a Living Benefit

Oct 07, 2015

This post is part of our series for advisors to pass to their clients. 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 their life. We all want to know that when our time comes, our […]

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President of Ashar, Jason Mendelsohn, conquers in the Ride to Conquer Cancer

Oct 07, 2015

If you know Ashar, you know we are passionate about living our values, which includes supporting causes close to our hearts. One of those is the Crohn’s and Colitis Foundation of America, which we became involved with because our VP of Secondary Market Solutions, Jamie Mendelsohn, and her twin sister Jill both live with Crohn’s […]

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Fiduciary Duty: How it Applies to Life Settlements

Oct 06, 2015

We know that as a financial advisor, you want the best for your clients. And when it comes to older clients, advisors can feel especially protective. After all, you’re managing not just their money, but possibly the legacy they’ll leave their family, or their ability to cover long-term care or assisted living for themselves or […]

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Aging Doesn't Have to Be Scary: 4 Ways to Fight the Fear of Getting Older

Oct 05, 2015

This post is part of our series for advisors to pass to their clients to help them understand life settlements. 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 their life. Aging has plenty of benefits: […]

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How Life Settlements Are Like UFOs

Oct 02, 2015

Any X-Files fans out there? I don’t know about you, but I still enjoy catching reruns of this classic show about two FBI agents whose job it is to investigate supernatural occurrences, aliens, and UFOs. If you’ve seen any episodes yourself, you probably know a decent amount about Unidentified Flying Objects. In the show, they’re […]

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Life Settlement Investments and Wall Street: What’s Bad for the Stock Market Could be Good for You and Your Clients

Oct 01, 2015

This post is the fourth in our series of continuing education resources for advisors. The life settlement industry is complex and we here at Ashar want to make it easy for you and your client to navigate this complicated field. Stock market volatility is generally a cause for nervousness among financial advisors, if not outright […]

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How to Talk About Finances with an Aging Spouse or Parent

Sep 30, 2015

This post is part of our series for advisors to pass to their clients to help them understand life settlements. 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 their life. When it comes to difficult […]

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Why Robo-Advisors Won’t Replace Human Planners

Aug 17, 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 their […]

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5 Apps Every Financial Planner Should Download Right Now

Aug 12, 2015

This post is the third in our series of continuing education resources for advisors. The life settlement industry is complex and we here at Ashar want to make it easy for you and your client to navigate this complicated field. At Ashar Group, we do business with a lot of different financial advisors as we […]

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