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Hosted by The Tampa Bay Estate Planning Council

Life Settlements

Life settlements are growing in popularity, even as financial advisors and insurance brokers are reluctant to discuss these transactions with their clients. That reluctance, however, is problematic — particularly if you are in a fiduciary role. Because life settlements can generate substantially more cash for the policyholder than a surrender or lapse of the insurance, not presenting the life settlement as an option could constitute a breach of fiduciary duty.

Join us on April 21 at Jamie Mendelsohn of The Ashar Group explores:

  • The pros and cons of life settlements;
  • How professionals can determine the economic value of life settlements on behalf of their clients;
  • How advisors can ensure a life settlement transaction is conducted in an ethical, legal, and economically responsible manner; and
  • How this option should be incorporated into professional practice management and fiduciary standards of procedural prudence.

Whether you are a CPA, financial planner, trust officer, estate planner, attorney, life insurance consultant or other trusted advisor, it is becoming more evident that life settlements can be an important planning tool.

Wednesday, April 21, 2021
5:00 PM - 6:15 PM


Zoom Virtual Event

Speaker Profiles


Jamie L. Mendelsohn
Executive Vice President
The Ashar Group LLC

Jamie L. Mendelsohn serves as Executive Vice President for Ashar Group, LLC. She partners with the nation’s leading wealth management firms, attorneys, CPAs, trust, and financial planning advisors in the Secondary Market. Jamie’s national network and advanced sales experiences has led Ashar to many key accounts. With a proven ability to successfully analyze an organization's business needs, she helps Ashar's business partners grow their Secondary Market solutions in an efficient manner. For upwards of a decade, she has worked closely with independent and professional advisors, regional broker dealers and brokerage general agencies, as well as Financial Institutions with a national footprint. She has spoken at numerous financial services conferences and provides continuing education for both financial advisors and professionals nationwide. Her capacity to handle the most complex cases, and her relentless pursuit of excellence representing the interests of advisors and their clients, places her in the top echelon of market professionals.

Event ID  256