Life Insurance Market

Date: Wednesday, December 9, 2020
Time: 5:15pm - 7:30pm
Location: Virtual
Speaker: Jamie Mendelsohn, Ashar Group, Orlando, FL

RESERVATIONS

Register by signing up HERE

by Friday, December 4th

You will be sent a return email confirmation.

Once the handout for this program has been made available to us, you will be able to access it here.

 

About the program

 

Disruption is the new normal for many planning professionals that work with their clients in a fiduciary capacity. It’s difficult for any fiduciary to feel comfortable today working with clients on matters that are outside of their area of expertise. This is especially true with life settlements. Life settlement providers, who represent the institutional investors, have noticed the lack of life settlement discussions and education coming from planning professionals and are filling this void by increasing their direct-to-consumer marketing. Such direct marketing exploits a crack in the chain of fiduciary oversight and places senior clients in a position where they might enter into a contract to sell their life insurance policy without having any advocate at the table to protect their best interests in the life settlement process. We will discuss multiple disruptive factors that have negatively impacted senior clients and show how we arrived at a point where so many seniors are not represented by a fiduciary when they sell their policy on the secondary market. We will review life settlement regulations, laws, and litigation that protect the rights of policy owners to sell their policies. Our main goal is to alleviate the confusion surrounding life settlements that have caused a majority of fiduciary advisors to avoid discussing life settlements with their clients. We will close with a list of Life Settlement Best Practices for Fiduciaries that will help them protect their client’s best interest if their client is planning to lapse or surrender an existing life insurance policy.

 

About Jamie Mendelsohn

Jamie L. Mendelsohn is a thought leader in the secondary market for life insurance and partners with the nations’ leading wealth management firms, attorneys, CPAs, trust officers, and financial professionals. Jamie is instrumental in the development of an innovative market-based policy valuation of fair market value, the Ashar Secondary Market Valuation (SMV®). For more than a decade, Jamie has earned the reputation as a determined client advocate in the life settlement market. Jamie is the go-to independent resource for advanced planners and fiduciaries nationwide who integrate the SMV® into their holistic planning process and select her to negotiate for their client if the decision is made to sell the policy. She has spoken at numerous financial services conferences and provides continuing education for both financial and insurance professionals nationwide. 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 proud to be a member of Women in Insurance and Financial Services and dedicates much of her time and energy to the local and national Crohn’s and Colitis Foundation, where she serves as the President of the Central FL/North FL Chapter. She serves the community by speaking at education events, and mentoring patients and their families. Jamie resides in Orlando, FL. She enjoys reading, traveling, and spending time with her family and friends.

 

RESERVATIONS

Members Register by signing up HERE

Non Members please use the registration link below to pay prior to registering

by Friday, December 4th

You will be sent a return email confirmation.

Related Document(s):

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar