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Life Insurance Valuations Support Client Conversations During Tax Season
Tuesday, February 27, 2024, 3:00 PM - 3:30 PM EDT
Category: NAEPC Webinar

Complimentary Sponsored Webinar:
Offered by Ashar Group

Life Insurance Valuations Support Client Conversations During Tax Season

Speaker: Jamie L. Mendelsohn, EVP - Ashar Group
Date: Tuesday, February 27, 2024, 3:00pm - 3:30pm ET

About the Program

Life 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:

  • Unwinding split-dollar
  • Solving for premium finance issues
  • Merger & acquisition
Register Here

About the Speaker

Jamie L. Mendelsohn

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.