Jamie L. Mendelsohn has presented nationally on the topics of increased longevity, policy appraisals, and life settlements. She has been published in Trust & Estates and Society of Financial Service Professionals. She is the Executive Vice President of Ashar Group, an independent life settlement resource for financial professionals and fiduciaries. 

Episode Sponsor:

More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn.

What you’ll learn from this episode:

• How Ashar Group specializes in life settlements, also called secondary market valuations.  
• How they partner with advisory teams to appraise existing life insurance policies and their prospective sale, especially high net worth policies   
• How an increasingly older population has changing life insurance needs
• How Jamie speaks across the country to educate fiduciary advisors about life settlements
• How before a agent’s client surrenders a high end insurance policy, the agent should contact Ashar Group to review best options
• How learning about life settlement options is an opportunity for advisors to deepen relationship with client and prospects
• How by interacting with Ashar, an agent can be seen as an expert in all things related to life insurance when a client has major life changes
• How life insurance is not just a death benefit, but the ability to sell the policy can create a liquidity event
• What an advisor’s compensation is when working with Ashar
• How Ashar creates a competitive bidding situation that ensures the highest value for the client’s policy
• Why it’s important to have a policy appraised before surrendering it
• How Investors buy life settlements the same as oil or gas investments

Resources:

Tax Adviser Article | Spotlight on Life Settlements: Getting the Best Value
Life Settlement Broker V. Provider
Trust & Estates Tax Article

Connect with Jamie L. Mendelsohn at:

Website
LinkedIn
Email: [email protected]

Connect with Paul G. McManus at:

LinkedIn
Website

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