By Jamie L. Mendelsohn | EVP | Ashar Group

Article published in 2025 Wealth Management Market Outlook

By evaluating clients’ existing policies, advisors can uncover opportunities to convert underperforming or unneeded life insurance into liquid assets through the life settlement solution that can be reinvested to align with clients’ broader financial goals.

2025 Wealth Management Outlook - Ashar Group - Monetize Life Insurance to Boost AUM in 2025Download
case study

Ashar Group is a nationally licensed life settlement firm that protects the best interests of policy owners by creating a competitive policy auction to deliver the best value to the seller. Ashar Group does not sell life insurance, manage assets, or purchase policies. We are an independent resource for fiduciary advisors and their clients specializing in life insurance valuation for planning purposes.

Life insurance can be the largest unmanaged asset a client owns. Policy owners allocate significant liquidity on an ongoing basis, often long after they transition out of the original need that the policy was put in place to protect. Discussing the opportunity to take an illiquid asset and monetize it when clients are going through a financial transition, whether to fund business, retirement, long term care or charitable endeavors, can be a powerful client conversation.

NAEPC Journal Maximizing Life Settlement Value Through a Policy AuctionDownload
case study

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