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