Jamie Mendelsohn's guest appearances

Jamie Mendelsohn

LifeBlood

Entrepreneur Perspectives

Beyond The Balance Sheet Podcast

Michael Brody-Waite

Ryan Skinner

Eric Satz

Nate Bailey

Ty Crandall

Michael Young

Dominique Broadway

Lee Kearney

Veena Jetti

Kris Benson

David Kolbe

Nir Eyal

Perry Marshall

Scott Young

Michael Bungay Stanier

OwlTail

Jamie Mendelsohn of the Ashar Group joins us to discuss a little-known concept relating to your life insurance policy. Many people unable to continue to make payments toward their life insurance policy simply walk away from the policy. However, they need to realize there are buyers for that policy and that they can sell their existing policy. Jamie explains all the benefits of knowing the value of your life insurance policy and how easy it is to learn about this simple process. This episode of Beyond the Balance Sheet is an eye-opener. So, grab your pen and take some notes.    IN THIS EPISODE:    [01:35] Jamie explains how Ashar Group works with policy owners  [03:01] There is a secondary market that will value life insurance policies that an individual wants to relinquish [5:00] Large institutions etc., purchase policies. Guaranteed universal life products are a very attractive purchase  [06:44] Jamie discusses repurposing life insurance policies, and she gives statistics on the loss of capital because people are not aware of this concept [12:20] Valuing life insurance policies and how they fit into overall financial planning [15:47] Jamie tells about a family who monetized the mother's life insurance policy to fund her care     KEY TAKEAWAYS:    People have walked away from their life insurance policies because they couldn’t afford the premiums. However, the policy has value, and a market exists for these policies. Ashar Group does not write life insurance policies; however, they do place a value on them, and this process only takes about two days. A universal life policy is the most valuable and attractive to buyers of life insurance policies.    RESOURCES:   Beyond the Balance Sheet Website   Ashar Group - Facebook   Ashar Group - Website    Jamie L. Mendelsohn – EVP – Ashar Group    Life Settlement Probability Calculator     Life Insurance Valuation    Success Stories     Trust &amp; Estates Article: The Role of Life Settlements in Estate Planning     Tax Advisor Article: Spotlight on Life Settlements     NAEPC Journal: Maximizing Life Settlement Value Through a Policy Auction   BIOGRAPHY: Jamie Mendelsohn’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 is unmatched. For those lucky enough to work with her, a more loyal partnership could not be found – unless 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. In addition, she spends much 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 an Alpha Delta Pi sorority member. 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 the treatment of these diseases. She lives in Central Florida and enjoys spending time with family and friends, fishing, and traveling.

Jamie Mendelsohn of the Ashar Group joins us to discuss a little-known concept relating to your life insurance policy. Many people unable to continue to make payments toward their life insurance policy simply walk away from the policy. However, they need to realize there are buyers for that policy and that they can sell their existing policy. Jamie explains all the benefits of knowing the value of your life insurance policy and how easy it is to learn about this simple process. This episode of Beyond the Balance Sheet is an eye-opener. So, grab your pen and take some notes.  IN THIS EPISODE: <ul> <li>[01:35] Jamie explains how Ashar Group works with policy owners </li> <li>[03:01] There is a secondary market that will value life insurance policies that an individual wants to relinquish</li> <li>[5:00] Large institutions etc., purchase policies. Guaranteed universal life products are a very attractive purchase </li> <li>[06:44] Jamie discusses repurposing life insurance policies, and she gives statistics on the loss of capital because people are not aware of this concept</li> <li>[12:20] Valuing life insurance policies and how they fit into overall financial planning</li> <li>[15:47] Jamie tells about a family who monetized the mother's life insurance policy to fund her care </li> </ul> KEY TAKEAWAYS: <ul> <li>People have walked away from their life insurance policies because they couldn’t afford the premiums. However, the policy has value, and a market exists for these policies.</li> <li>Ashar Group does not write life insurance policies; however, they do place a value on them, and this process only takes about two days.</li> <li>A universal life policy is the most valuable and attractive to buyers of life insurance policies.</li> </ul> RESOURCES: <a href="https://oconnorpg.com/podcasts/" rel="nofollow" target="_blank">Beyond the Balance Sheet Website</a> <a href="https://www.facebook.com/ashargroup/" rel="nofollow" target="_blank">Ashar Group - Facebook</a> <a href="https://ashargroup.com/" rel="nofollow" target="_blank">Ashar Group - Website</a> <a href="https://ashargroup.com/wp-content/uploads/2022/10/Jamie-L.-Mendelsohn-EVP-Ashar-Group.pdf" rel="nofollow" target="_blank"> Jamie L. Mendelsohn – EVP – Ashar Group </a> <a href="https://ashargroup.com/policy-value-questionnaire/" rel="nofollow" target="_blank">Life Settlement Probability Calculator </a> <a href="https://ashargroup.com/wp-content/uploads/2022/02/Ashar-Group-Policy-Valuations-2.pdf" rel="nofollow" target="_blank"> Life Insurance Valuation </a> <a href="https://ashargroup.com/success-stories/" rel="nofollow" target="_blank">Success Stories </a> <a href="https://ashargroup.com/wp-content/uploads/2022/06/Trust-Estates-Article-The-Role-of-Life-Settlements-in-Estate-Planning-April-2022.pdf" rel="nofollow" target="_blank"> Trust &amp; Estates Article: The Role of Life Settlements in Estate Planning </a> <a href="https://ashargroup.com/blog/maximizing-life-settlement-value-through-a-policy-auction/" rel="nofollow" target="_blank"> Tax Advisor Article: Spotlight on Life Settlements </a> <a href="https://ashargroup.com/blog/maximizing-life-settlement-value-through-a-policy-auction/" rel="nofollow" target="_blank"> NAEPC Journal: Maximizing Life Settlement Value Through a Policy Auction</a> BIOGRAPHY: Jamie Mendelsohn’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 is unmatched. For those lucky enough to work with her, a more loyal partnership could not be found – unless 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. In addition, she spends much 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 an Alpha Delta Pi sorority member. 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 the treatment of these diseases. She lives in Central Florida and enjoys spending time with family and friends, fishing, and traveling.

Navigating the Valuation of Life Insurance Policies With Jamie Mendelsohn

LifeBlood: We talked about what life insurance settlements are, how they work, how they’ve changed and evolved over time and the current state of the industry.  We discussed why someone would consider a life settlement, the potential upside for them versus simply cashing in the policy, how to determine the value of your policy, how the auction process works to sell your policy, and who the common buyers of policies are.   We talked about the types of policies that are the best candidates for this process, how to think about the risks associated with purchasing a life insurance policy, and the mindset shift of beginning to think about your life insurance policy as an asset with Jamie Mendelsohn, EVP of the Ashar Group, an organization focused on life insurance settlements, policy valuations and trust asset reviews.   Listen to learn how to determine the value of your old life insurance policy and how to figure out if there’s a potential buyer for it! For the Difference Making Tip, scan ahead to 16:17! You can learn more about Jamie at AsharGroup.com, Facebook, Twitter and LinkedIn. Thanks, as always for listening!  If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.  You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you’d like to be a guest on the show, contact George at Contact@GeorgeGrombacher.com. 

LifeBlood: We talked about what life insurance settlements are, how they work, how they’ve changed and evolved over time and the current state of the industry.  We discussed why someone would consider a life settlement, the potential upside for them versus simply cashing in the policy, how to determine the value of your policy, how the auction process works to sell your policy, and who the common buyers of policies are.   We talked about the types of policies that are the best candidates for this process, how to think about the risks associated with purchasing a life insurance policy, and the mindset shift of beginning to think about your life insurance policy as an asset with Jamie Mendelsohn, EVP of the Ashar Group, an organization focused on life insurance settlements, policy valuations and trust asset reviews.   Listen to learn how to determine the value of your old life insurance policy and how to figure out if there’s a potential buyer for it! For the Difference Making Tip, scan ahead to 16:17! You can learn more about Jamie at <a href="https://ashargroup.com" rel="nofollow" target="_blank">AsharGroup.com</a>, <a href="https://www.facebook.com/ashargroup" rel="nofollow" target="_blank">Facebook</a>, <a href="https://twitter.com/ashargroup" rel="nofollow" target="_blank">Twitter</a> and <a href="https://www.linkedin.com/in/jamieashargroupllc/" rel="nofollow" target="_blank">LinkedIn</a>. Thanks, as always for listening!  If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.  You can learn more about us at <a href="https://moneyalignmentacademy.com/" rel="nofollow" target="_blank">MoneyAlignmentAcademy.com</a>, <a href="https://twitter.com/LifeBlo56031000" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/georgegrombacher/" rel="nofollow" target="_blank">LinkedIn</a>, <a href="https://www.instagram.com/lifeblood.live/" rel="nofollow" target="_blank">Instagram</a>, <a href="https://www.pinterest.com/LifebloodLive/_saved/" rel="nofollow" target="_blank">Pinterest</a>, <a href="https://www.youtube.com/channel/UCNQ9Gc4mMwCHZKUHjbt0-qA" rel="nofollow" target="_blank">YouTube</a> and <a href="https://www.facebook.com/GLGrombacher/" rel="nofollow" target="_blank">Facebook</a> or you’d like to be a guest on the show, contact George at <a href="mailto:Contact@GeorgeGrombacher.com">Contact@GeorgeGrombacher.com</a>.

Life Insurance Settlements with Jamie Mendelsohn

Life settlements and life causes. Eric welcomes Jamie Mendelsohn to this episode of Entrepreneur Perspectives. In this episode they talk about the Life Settlement Market, The Crohn's and Colitis Foundation, and the Florida Gators. Jamie Mendelsohn is the EVP of the Ashar Group in Orlando, Florida. Ashar Group is a life settlement and insurance policy appraisal company. Jamie is involved in joint work with CFP, CPA, Insurance Agents, Estate Planning Attorneys, Trust Managers and Banks. Jamie brings perspective of someone who helps advisors and families monetize existing insurance and annuity assets. She adds value to the firms she works with by providing education and back office support of the Life Settlement Market. And because of that, any business owner, insurance advisor, or individual can learn from Jamie.  Eric also questions Jamie on leaving your ego at the door, giving back, and advice for an up and coming insurance advisor. As always, Eric fires shots at his guest about the books she is reading, her most important phone app, and her favorite sports team.  The post EP022: Perspectives of a Life Settlement Specialist with Jamie Mendelsohn appeared first on KazSource.

Life settlements and life causes. Eric welcomes Jamie Mendelsohn to this episode of Entrepreneur Perspectives. In this episode they talk about the Life Settlement Market, The Crohn's and Colitis Foundation, and the Florida Gators. Jamie Mendelsohn is the EVP of the Ashar Group in Orlando, Florida. Ashar Group is a life settlement and insurance policy appraisal company. Jamie is involved in joint work with CFP, CPA, Insurance Agents, Estate Planning Attorneys, Trust Managers and Banks. Jamie brings perspective of someone who helps advisors and families monetize existing insurance and annuity assets. She adds value to the firms she works with by providing education and back office support of the Life Settlement Market. And because of that, any business owner, insurance advisor, or individual can learn from Jamie.  Eric also questions Jamie on leaving your ego at the door, giving back, and advice for an up and coming insurance advisor. As always, Eric fires shots at his guest about the books she is reading, her most important phone app, and her favorite sports team.  The post <a href="https://kazsource.com/podcast-entrepreneur-perspectives-life-settlement-specialist-jamie-mendelsohn/" rel="nofollow" target="_blank">EP022: Perspectives of a Life Settlement Specialist with Jamie Mendelsohn</a> appeared first on <a href="https://kazsource.com" rel="nofollow" target="_blank">KazSource</a>.

EP022: Perspectives of a Life Settlement Specialist with Jamie Mendelsohn