LIFE SETTLEMENTS AND LIFE INURANCE VALUATION SOLUTIONS FOR ESTATE AND TAX PROFESSIONALS

Date: Wednesday, September 4, 2024
Time: 5:00pm - 7:00pm
Speaker: Jamie L. Mendelsohn

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*** LOCATION: WISCONSIN CLUB, 900 W. WISCONSIN AVE., MILWAUKEE, WI ***

 

LIFE SETTLEMENTS AND LIFE INURANCE VALUATION SOLUTIONS
FOR ESTATE AND TAX PROFESSIONALS


Jamie L. Mendelsohn
Life insurance is a mainstay in estate and business succession/buy sell planning. As circumstances change, advisors and their clients can
value and potentially monetize existing policies for more than their
cash surrender value. The valuation of existing life insurance policies
is used by fiduciaries to protect clients’ best interests and uncover
value to help solve other planning needs.
PRESENTATION ANNOUNCEMENT
Executive Vice President
Direct: 321.441.1119
Email: jamie@ashargroup.com
Speaker Bio
- Life Settlement Market Update
- Life Insurance is an Asset
- Life Insurance Valuation
- Strategies to Maximize Life Settlement Value
- Common Success Stories

 

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