Original Recording: Tuesday, February 27, 2024 - 3:00 PM EST
Jamie L. Mendelsohn is the Executive Vice President of Ashar Group - a
family-owned business with a national footprint. Since 2003, they have
focused solely on the life settlement and life insurance policy valuation
market. Ashar Group partners with financial professionals, fiduciaries,
broker-dealers, and institutions serving as an independent advanced
planning resource in the secondary market for life insurance.
Life insurance is an asset. Learn about planning situations where the Fair Market Value (FMV) of life insurance impacts planning and tax-related decisions. Examine real-life case studies like:
Schedule a 15-minute call to discuss how we help you integrate life settlements into your client conversations.
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.
