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hero image_ACS webinar

NAIFA-FSP WEBINAR SERIES

NAIFA_FSP_header

Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving 

 

Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.

Topics to be addressed are:

•    Life Settlement Market Update
•    Life Insurance as an Asset
•    Life Insurance Valuation
•    Strategies to Maximize Life Settlement Value
•    Common Charitable Success Stories

At the conclusion of the discussion, you will be able to:

•    Identify clients who may benefit from a life settlement
•    Inform eligible clients about the need to get existing life insurance appraised for fair market value before they lapse or surrender the policy
•    Incorporate life settlement best practices so clients are protected and potential liability/reputational risk will be mitigate

 

Webinar Sponsored by

ACS

 

REGISTER

 

Continuing Education & Additional information are provided below.

Tuesday, June 4, 2024

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members and Non-Members

This webinar is free for all attendees thanks to the sponsorship by the American Cancer Society

 

CFP Credit: $5

CLE/Legal Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP Credit: $5

 

*Registration Fee also includes access to the archived program

Program Overview

June 4th | 12 - 1 pm eastern

SPEAKER

Jamie Mendelsohn

Ashar Group

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Ashar Group

Jamie Mendelsohn

Jamie Mendelsohn is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance. Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals.

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 a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

 

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (formerly PACE) credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit.
-CLE credit is not available for: PA, RI, and VA
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of life insurance and charitable planning
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

$5.00 fee for CE credit processing.

You must be logged in to the live webinar in order to earn CE credits. Listening to the presentation over the phone, without also logging in to the web portion, will not qualify for credits.

ADDITIONAL INFORMATION

 

Program Material

The PowerPoint presentation will not be provided to registrants, as per the request of the presenter. However, links to other resources (including a policy value questionnaire, articles, and success stories) will be provided.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register anyway and you will automatically be sent the recording link.

 

 

 

 

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