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DTSTART:20240227T210000Z
DTEND:20240227T213000Z
LOCATION:Complimentary Sponsored Webinar
UID:2558520240227T210000ZLife Insurance Valuations Support Client Conversations During Tax Season - Complimentary Sponsored Webinar: Offered by Ashar Group 
DTSTAMP:20260405T140459Z
DESCRIPTION:\nLife 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:\n \n• Unwinding split-dollar\n \n• Solving for premium finance issues\n \n• Merger & acquisition\n \nRESOURCES:\n \n[Life Settlement Probability Calculator](https://ashargroup.com/policy-value-questionnaire/?utm_campaign=_NAEPC_Webinar&utm_medium=Landing_Page&utm_source=NAEPC_Webinar_Feb_2024&utm_term=Life_Settlement_Probability_Calculator&utm_content=PVQ)\n \n[Life Insurance Valuation](https://ashargroup.com/wp-content/uploads/2022/09/Life-Insurance-Valuation.pdf?utm_campaign=_NAEPC_Webinar&utm_medium=Landing_Page&utm_source=NAEPC_Webinar_Feb_2024&utm_term=Life_Insurance_Valuation&utm_content=Valuation_Piece)\n \n[Life Settlement Success Stories](https://ashargroup.com/success-stories/?utm_campaign=_NAEPC_Webinar&utm_medium=Landing_Page&utm_source=NAEPC_Webinar_Feb_2024&utm_term=Life_Settlement_Success_Stories&utm_content=Case_Studies)\n \nPUBLISHED ARTICLES:\n \n[Trust & Estates Article: The Role of Life Settlements in Estate Planning by Jon B. Mendelsohn, CEO, Ashar Group and Todd Steinberg, Loeb & Loeb LLP](https://ashargroup.com/wp-content/uploads/2022/06/Trust-Estates-Article-The-Role-of-Life-Settlements-in-Estate-Planning-April-2022.pdf?utm_campaign=_NAEPC_Webinar&utm_medium=Landing_Page&utm_source=NAEPC_Webinar_Feb_2024&utm_term=T&E_The_Role_of_Life_Settlements&utm_content=Article)\n \n[NAEPC Journal: Maximizing Life Settlement Value Through a Policy Auction by Jamie L. Mendelsohn, EVP, Ashar Group](https://ashargroup.com/blog/maximizing-life-settlement-value-through-a-policy-auction/?utm_campaign=_NAEPC_Webinar&utm_medium=Landing_Page&utm_source=NAEPC_Webinar_Feb_2024&utm_term=NAEPC_Journal_Maximizing_Life_Settlement_Value&utm_content=Article,_Blog_Post)\n \n[Article: Unlocking the Benefits of a Life Settlement Auction by Jamie L. Mendelsohn, EVP, Ashar Group](https://ashargroup.com/wp-content/uploads/2024/02/Ashar-Group-Heritage-Auctions-Journal-January-2024.pdf?utm_campaign=_NAEPC_Webinar&utm_medium=Landing_Page&utm_source=NAEPC_Webinar_Feb_2024&utm_term=HA_Article_Unlocking_the_Benefits_of_a_Life_Settlement&utm_content=Article)\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. 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[REGISTER HERE](https://secure.confertel.net/tsRegisterD.asp?course=5842151) for this complimentary webinar.\n
SUMMARY:NAEPC Webinar - Life Insurance Valuations Support Client Conversations During Tax Season - Complimentary Sponsored Webinar: Offered by Ashar Group   
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