Maximizing Life Insurance Value: Professional and Ethical Responsibility

Date: Wednesday, March 29, 2023
Time: 6:00pm - 8:15pm
Location: Madison Hotel | 1 Convent Rd, Morristown, NJ 07960
Speaker: Jamie L. Mendelsohn – Executive Vice President (Ashar Group)

Life settlements represent an important option for a growing number of people and business clients who have either
outlived their need for life insurance or the life insurance they own no longer serves its original purpose. It may provide the right client with a reasonable & profitable exit strategy that addresses their financial objectives.

- Life Settlement Market Update
- Life Insurance is an Asset
- Life Insurance Valuation
- Strategies to Maximize Life Settlement Value
- Common Success Stories

Jamie L. Mendelsohn

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.

Throughout 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, and provides continuing education for both financial and insurance professionals.

Jamie 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 mentors patients and families while serving as
the President of the Central FL/North FL Chapter. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.

Resource Links for Attendees

Life Settlement Probability Calculator
Life Insurance Valuation
Success Stories
Trust & Estates Article: The Role of Life Settlements in Estate Planning
Tax Adviser Article: Spotlight on Life Settlements
NAEPC Journal: Maximing Life Settlement Value Through a Policy Auction

See Upcoming Event Calendar