Thursday, March 28, 2024 - 11:45 AM 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 a mainstay in planning. As circumstances change, advisors and their clients can appropriately value and potentially monetize policies for more than the cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients' best interests and uncover value to help solve other planning needs.
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.
