Blogs

How CPAs Can Win Their Clients’ Appreciation with a Life Settlement

Aug 03, 2015

There’s an old joke about accountants: How do you know when an accountant is on vacation? He doesn't wear a tie and comes in after 8am! As a CPA, you probably chuckled. It’s funny because it’s a little true, right? You’re busy. You know there’s a time to work, and then there is a time […]

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Who is the best advocate during the life settlement process?

Jul 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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How Robert Got $2 Million More than He Expected

Jul 22, 2015

Every day at Ashar is a busy one—and we like it that way! Still, we have so much going on here that I savor the times I can snatch a few minutes to walk to buy a healthy sandwich for lunch, like today. This afternoon, I was walking back to our office when I spotted […]

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How to Avoid Financial Fraud against Seniors

Jul 20, 2015

Older Americans have paid their dues. They’ve built businesses from the ground up, they’ve served in the armed forces, and they’ve raised strong families. After all of this hard work, they deserve respect. Unfortunately unethical people have made financial fraud the fastest growing form of elder abuse in this country. You might be asking yourself, […]

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How Life Settlements Can Help Fund Care for Your Aging Parent

Jul 15, 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. Medical technology means that people […]

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How Life Settlements Are Like Playing Beauty Shop

Jul 13, 2015

This post is part of our series for advisors to pass to their clients. We at Ashar believe that knowledge is power, and we want to help you provide the resources that policy sellers need to understand the life settlement industry. My little granddaughter came to visit the other night, and she is just the cutest […]

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How to Enjoy Retirement on a Budget

Jul 06, 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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3 Ways the Secondary Life Settlement Market is Like “Game of Thrones”

Jul 01, 2015

HBO’s “Game of Thrones” continues to rise in popularity. The show is based off George R.R. Martin’s best-selling fantasy book series ad just wrapped its fifth season finale, which drew the show’s largest audience ever — about 8.11 million viewers. This show is especially popular with the 18-49 year old segment—many of whom are financial […]

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3 Characteristics of Your Baby Boomer Life Insurance Policy Sellers

Jun 29, 2015

This post is the second 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. Many of your clients are in their 50s and 60s are starting to retire or are […]

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Filling the Bookcase: 6 Books Recommended by Ashar Group’s Life Settlement Professionals

Jun 24, 2015

When it comes to the life settlement industry, we at the Ashar Group are known not only as influencers but as thought leaders. Still, we've found that no matter whether you're just starting out in the industry or are a seasoned professional, there's no harm in picking up a book during your time off. Top […]

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