Senior care. Services and support for those you love.

Apr 07, 2015

get a secondary opinion® Many changes can happen to seniors as they get older, which is why the ability to provide them with the services and support for those you love. Here are some links that you may find helpful as you deal with senior care and all the financial and emotional complexities that come […]

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3 ways to get the most out of a life settlement.

Apr 02, 2015

get a secondary opinion® The possibilities of utilizing a SMV®, or Secondary Market Valuation, are many. If you are considering a Life Settlement, here are some important considerations: • Make sure to work with a reputable Life Settlement Broker that will always have best interests of your client in mind. They will be will put […]

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A fair market guide to life settlements.

Mar 31, 2015

get a secondary opinion® Policy owners now have more options and control than ever before thanks to the secondary market for life settlements, which has allowed policy holders to put a value on what may be their largest asset. In fact, it’s no different than putting a value on a house on the open market. […]

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5 best practices to protect your client — and yourself.

Mar 26, 2015

get a secondary opinion® Before the Secondary Market emerged, advisors and policy owners had few options when surrendering or lapsing a policy, which is why we came up with the idea of 5 best practices to protect your client and yourself. With more options and advantages available in the Secondary Market, advisors can offer their […]

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Don’t underestimate the benefits of fair market value.

Mar 24, 2015

get a secondary opinion® Let’s talk a minute about the benefits of fair market value. Let’s say you owned a nice wooded lot that was considered a valuable piece of real estate. Would you simply forget about it and go about your business as if it never existed? Or give it away for a mere […]

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The one bid wonder for the Life Settlement Industry.

Mar 19, 2015

get a secondary opinion® When a client decides to pursue a life settlement arrangement, more often than not it is because an influx of capital is needed to fund a long-term expense like health care. This is why it is very important for the client’s advisor get assistance from a life settlement broker to make […]

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Getting it right: An advisors responsibility in a Life Settlement.

Mar 17, 2015

get a secondary opinion® For a client considering a Life Settlement, they trust their advisor to serve their best interest. When seeking a life settlement that means a responsibility to obtain the best value for their client with their policy. This is not to be taken lightly, because when clients are looking to a Life […]

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Life Insurance: The Decision to Surrender or Sell.

Mar 13, 2015

get a secondary opinion® There’s no better advocate in helping clients meet their long-term financial goals than their advisor. With this in mind, there are many cases where an uninformed client surrenders or lapses a policy that was worth much more than the cash value. That’s why many advisors choose to order an Ashar Secondary […]

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Life Settlements – Now is the Time

Mar 05, 2015

get a secondary opinion® The life settlement market is back stronger than ever and now is a great time to dust off past submissions that didn’t work. Many of the cases closing today were first submitted in the 2004-2008 era. In most situations, its now 10 years later, and not only is the market stronger, […]

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Charities Score Big with Life Settlements!

Mar 03, 2015

get a secondary opinion® How many people are involved in planning the annual fund raising event for most charities? How many man-hours are devoted to just that one single event? There’s a much easier way for charities to raise capital for present needs. One of the planners we work with asked us to appraise three […]

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