Life Settlement Legal and Ethical Responsibilty

Date: Wednesday, November 4, 2020
Time: 11:45am - 1:00pm
Location: Zoom
Speaker: Jon Mendelsohn and Jamie Mendelsohn from the Ashar Group, LLC

Please join us for a virtual presentation with Jon Mendelsohn and Jamie Mendelsohn from the Ashar Group, LLC.   Learn about life settlement legal and ethical responsibility.  The Ashar Group will discuss multiple disruptive factors that have negatively impacted senior clients and show how they arrived at a point where so many seniros arenot represented by a fiduciary when they sell their policy on teh secondary market.  They will review life settlement regulations, laws, and litigation that protect the rights of policy owners to sell their policies.  They 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 laspse or surrender an existing life insurance policy.    Please note new time.

Jon Mendelsohn is the co-founder and Chief Executive Officer of Ashar Group and Ashar SMV.  Since launching Ashar Group in 2003, Jon has been an influential member of the secondary market serving as an advocate for best practices and transparency.  He collaborates with members of the insurance, financial services, estate planning, business planning, legal, and trust communities.  Jon has more than 15 years of exclusive experience in the life insurance and secondary market.

Jamie Mendelsohn is the Executive Vice President of Ashar Group and Ashar SMV.  Since joining Ashar Group in 2007, she has been responsible for national partnerships, including the nation's leading life insurance carriers, and collaborating with members of the insurance, financial services, estate planning, business planning, and legal communities.  She speaks nationally about life settlements, policy valuations, and increased longevity among seniors.

 

 

Jennifer Bogli CPA
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.

Mohr CPAs LLP
10361 Innovation Drive Suite 150, Milwaukee, WI 53226
Email: jbogli@mohrcpas.com
Phone: (414) 244-9942

 

         

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