Maximizing Value to Policy Owners: The Role of Life Settlements and Life Insurance Valuations in Planning
We are pleased to announce that Jamie Mendelsohn, Executive Vice President, Ashar Group, LLC, will be our guest speaker on the topic of “Maximizing Value to Policy Owners: The Role of Life Settlements and Life Insurance Valuations in Planning” at our first virtual “breakfast” meeting of the New Year on Wednesday, January 18, 8:30 a.m. to 9:15 a.m. followed by networking from 9:15 a.m. to 9:30 a.m.
The presentation is designed to help identify when the life settlement option could be viable and/or additional life insurance valuation data points might be relevant and a good solution for clients. Our presenter will provide information and perspective on the following topics:
- The current life settlement market, its participants and client profiles.
- Alternative life insurance valuation options for estate, business, tax, matrimonial disputes, and charitable planning situations.
- Case studies of sales and valuations with trusts, business, individual, and charity owned policies.
- Current tax treatment and regulation with regard to life settlement transactions.
- Professional responsibility and documentation overview
- The opportunity to generate cash flows for other planning needs for clients, while also mitigating potential risk and liability regarding discarding or lapsing a valuable piece of property.
Please join us for the opportunity to learn more about the importance of treating life insurance like you would treat other ordinary property.
As Executive Vice President of Ashar Group, LLC, a life settlement broker and life insurance valuation firm, Jamie helps advanced planners and fiduciaries integrate life insurance policy valuations into their comprehensive planning process. She spends much of her time educating the financial services community at conferences, estate planning councils, and wealth management firms nationwide.
Guest Attendees:
The guest fee is $50 to attend our breakfast webinars and guest attendance by a professional colleague is limited to two events (virtual and/or in person) within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Travis L. Hood, CPA/PFS, our First Vice President, Membership, at 203-327-5717or Travis@kahansteiger.com.
Registration deadline is Monday, January 6th. For speaker bio and registration details, please click on the document link below.
