get a secondary opinion® As economic and demographic circumstances emerge to create a demand for liquidity and cash flow solutions, alternatives like the SMV®, the Ashar Group Secondary Market Valuation, have been a prudent and valuable solution for advisors to finally provide the clarity and concise policy analysis clients demand. The simplicity, accuracy and trustworthy […]
get a secondary opinion® It's up to you to source, review and facilitate solutions for your clients. That’s why the Secondary Market isn't just an option for fiduciaries, bound to serve clients as though the funds were their own — it’s an option that is simply good practice for every advisor if the circumstances are […]
get a secondary opinion® Life insurance has long been a planning tool to offset the impact of federal estate taxes or provide financial relief when a family needs it most. One of the most significant events that impacted recommendations by attorneys, CPAs, and advisors was the passing of the American Taxpayer Relief Act of 2012 […]
