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Life Settlements: How CPAs Can Be a Line of Defense for Clients

LIFE SETTLEMENTS: HOW CPAs CAN BE A LINE OF DEFENSE FOR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 26, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

The life settlement market has never been stronger and institutional investors that purchase life insurance policies on the secondary market are trying to bypass CPAs and other fiduciaries so that they can increase their internal rate of return (IRR) and maximize profit. They make the most money when the policy owner/seller approaches them direct without representation. The worst-case scenario for a buyer is when the CPA gets involved and engages the services of a life settlement broker that has a fiduciary duty to serve the client’s best interest.  
 
We will discuss how CPAs can become a line of defense regarding life settlements:


  • 3 steps CPAs can take now to protect their clients’ best interests

  • Life settlement survey results from over 450 CPAs

  • Predatory practices that are on the uptick in the life settlement market

  • The importance of securing a qualified appraisal of life insurance Fair Market Value

  • How to ensure your client benefits from the life settlement process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jamie L. Mendelsohn

Ashar Group
Executive Vice President
[email protected]
(321) 441-1119

Ashargrouplogo

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.

About Our Presenter

Ashargrouplogo
Ashar Group is an independent resource with fiduciary responsibility to you and your clients. We appraise life insurance assets, provide longevity analytics, and life settlements.