"Maximize Life Settlement Value Through A Policy Auction"
BRING A GUEST FOR FREE TO THE JANUARY MEETING: To introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the January luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
AGENDA
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program
PROGRAM OVERVIEW
Life insurance is a mainstay in estate and business succession/buysell planning. As circumstances change, advisors and their clients can value and potentially monetize existing policies for more than their cash surrender value. The valuation of existing life insurance policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.
- Life Settlement Market Update
- Life Insurance is an Asset
- Life Insurance Valuation
- Strategies to Maximize Life Settlement Value
- Common Success Stories
Speaker:
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.
