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DTSTART:20240520T170000Z
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LOCATION:Complimentary Sponsored Webinar
UID:2591420240520T170000ZComplimentary Sponsored Webinar: Offered by Ashar Group – Essential Insights: Avoiding Discounted Life Settlement Offers
DTSTAMP:20260405T155203Z
DESCRIPTION:\nJoin our expert panel for a 30-minute (+ Q&A) discussion as we uncover key strategies and blind spots that planners can address when guiding clients through valuing life insurance and the life settlement process. We will cover frequently asked questions and everyday planning scenarios. If you’d like a specific question addressed during the discussion, please email your question to jamie@ashargroup.com.\n \nOnce the original need for life insurance has passed, life events trigger a need for updated planning and cash flow requirements. Don’t miss the opportunity for your clients to make an informed decision about what to do with their life insurance when they no longer want to pay anymore premiums. Avoid losing 6 -7 figures of immediate liquidity by unintentionally canceling a policy for less than it’s worth.\n \nWhether you’re new to life settlements or seeking to refine your strategies, this webinar ensures you’re well-prepared to navigate the evolving landscape of life settlements with confidence.\n \nJamie 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.\n \nThroughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals.\n \nJamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority.\n \n She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends. \n \n \nJon B. Mendelsohn is the Chief Executive Officer of Ashar Group – a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement market to assist in uncovering the fair market value of insurance. Ashar Group partners with financial professionals and fiduciaries to serve as an independent advanced planning resource in the secondary market for life insurance. \n\n Jon is an influential member of the industry, serving as an advocate for best practices and transparency. He sites on the boards and committees for multiple insurance and financial services organizations, focusing on protecting the best interests of those Ashar serves. \n \n \n\n Jon earned his bachelor's and master's degrees from the University of Florida. He enjoys playing tennis, soccer, bad golf, and spendingtime with his wife, daughters, and two dogs. Ashar Group supports the Crohn’s and Colitis Foundation and the Head Neck Cancer Alliance. These causes truly picked Ashar as they support family and friends living with these challenges each day.\n \n[REGISTER HERE](https://secure.confertel.net/tsRegisterD.asp?course=5842153) for this complimentary webinar.\n
SUMMARY:NAEPC Webinar - Complimentary Sponsored Webinar: Offered by Ashar Group – Essential Insights: Avoiding Discounted Life Settlement Offers  
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