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Hosted by  The Tampa Bay Estate Planning Council

Integrating the Life Settlement Solution


This session explores how life settlements can play a strategic role in estate planning. Jamie Mendelsohn, EVP of Ashar Group, will discuss how selling existing life insurance policies can provide immediate liquidity to cover estate taxes and expenses, reduce estate tax liability by removing policies from the estate, and offer fair market valuation for accurate estate accounting.

Attendees will learn how life settlements serve as valuable alternatives to policy lapse and tools for optimizing wealth transfer strategies in complex estate plans. Ideal for financial advisors, estate planners, and wealth managers seeking innovative solutions to enhance estate planning outcomes.


Agenda
5:15 PM - Professional Networking with Appitizers and Beverages
6:00 PM - Program Begins
7:10 PM - Program Concludes


Cost
This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.


Registration Information
Please register by 5 PM on August 15. To let us know that you will be attending, please use one of the RSVP options on the right.

Wednesday, August 20, 2025
5:15 PM - 7:30 PM Eastern Time

Location
Hillsborough County Bar Association
Ferguson Law Center
1610 N Tampa St
Tampa   FL   33602
(813)221-7777
 
Website for Location
Map for Location



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Tampa Bay Council Members - $0
Non-Members - $45 $45.00
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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.


Registration Fee
Member
No Charge
 
Non-Member
$45.00

Event ID  330