Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals
Life insurance is a foundational tool in estate, tax, and business succession planning, yet existing policies are frequently overlooked as client circumstances change. Like other property, life insurance assets can be independently valued to support fiduciaries who advise individuals, families, and business owners.
This live program will examine the legal and planning implications of life insurance valuation, longevity risk, and secondary market considerations. Attendees will gain insight into how fair market value analysis and life settlement best practices can support informed planning recommendations, enhance interdisciplinary collaboration, and help mitigate liability and reputational risk.
The discussion focuses on issue identification, documentation considerations, and interdisciplinary coordination, rather than product selection or implementation.
Jamie L. Mendelsohn is the 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
