NAEPC Webinar - Complimentary Sponsored Webinar: Offered by Ashar Group – Q&A With a Life Settlement Expert: Common Questions Your Client Will Ask
2023-12-06 20:00 - 20:30 UTC | Complimentary Sponsored Webinar
Ashar Group's team recently spoke at the 60th Annual NAEPC Advanced Estate Planning Strategies Conference on the mainstage and in a breakout session discussing strategies that members of the estate planning community can utilize with existing life insurance policies. We had several questions that came up repeatedly at our "ASK THE EXPERT" that would indicate what is upper most in the minds of council members when it comes to life settlements and life insurance policy valuation. In this brief, 30-minute, webinar we will review the most frequently asked questions and allow an opportunity for webinar attendees to submit your questions.

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 providing 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 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.

[REGISTER HERE](https://secure.confertel.net/tsRegisterD.asp?course=5842148) for this complimentary webinar.
