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By having a simple conversation with your senior clients about their existing life insurance, you may be able to help them receive an unexpected cash windfall that can be used for investments and other retirement needs. Our team at Ashar Group is ready to assist you with that conversation and do all the heavy lifting once you find a potential life settlement prospect.
Since 2003, Ashar Group has undergone numerous lengthy due diligence processes and assisted in designing compliance-centric workflows for many of the largest nationally recognized broker-dealers. We do sell life insurance, management assets, or purchase policies. We are an independent resource specializing in life insurance valuation for planning purposes.
Policy was eating cash flow needed for caregiving costs
Funded long-term care needs and relieved financial stress from her family.
Business was sold, and the policy was no longer needed
Business owner was able to receive additional value above and beyond the sale of the company.
Their needs had changed, and they no longer needed the policy
They were able to uncover significant liquidity and fund their retirement.