February 2023 Dinner Meeting
Join Us at The Washington Athletic Club for the Quarterly Dinner Meeting on February 15, 2023
Cocktails & Social 5:00pm
Validated Parking after 5pm in the WAC Garage
Dinner & Presentation 6:00pm-7:00pm
Topic: Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals
Life insurance is a mainstay in estate and business succession/buy-sell
planning. Despite its widespread use, however, many advisors and their
clients focus on the policy’s death benefits or cash surrender value (CSV),
rather than seeing the value of the life insurance policy as an investment
asset with an existing fair market value (FMV).
Learn how life insurance valuation are used by fiduciaries to serve their
clients’ best interests and can uncover significant life settlement value
that can be used for other areas of planning.
Speaker: Jamie Mendelsohn, The Ashar Group
Jamie’s reputation as a dedicated client advocate precedes her. Her commitment to partnering with financial professionals, knowledge of every facet of the secondary market, and diligent effort to exceed expectations are entirely unmatched. For those lucky enough to work with her, a more loyal partnership could not be found – unless of course, you are referring to her clever ability to one-up her brothers in every team costume contest.
As Executive Vice President, Jamie is the go-to resource for helping advanced planners and fiduciaries integrate life insurance policy valuations into their comprehensive planning process. She spends much of her time educating the financial services community at conferences, estate planning councils, and wealth management firms 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 proudly serves as the President of the Central FL/North FL Chapter of the Crohn’s and Colitis Foundation speaking at events and mentoring patients and families navigating treatment of these diseases. She lives in Central Florida and enjoys spending time with family and friends, fishing, and traveling.