Learn the potential advantages of a life settlement over lapse/surrender of an existing life insurance policy when planning with clients.
Life insurance is a mainstay in estate and business succession/buy-sell planning. As cir-cumstances change, advisors and clients can appropriately value and potentially mone-tize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients' best interests and uncover value to help solve other planning needs like retirement, long-term care, and investments.
Agenda
Faculty
Jon Mendelsohn
Ashar Group
Jon B. Mendelsohn
- Chief Executive Officer at Ashar Group
- Practice emphasizes all aspects of Life Settlements, Life Insurance Valuation, Longevity Services
- Has provided numerous speaking engagements as well as a published author on various topics
- Has various academic and educational recognitions from Harvard Business School ( Family Office Wealth Management) ; Rice University MBA Program; Columbia University and The American College
- Can be contacted at [email protected] or (321)441-1113
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