Membership Meeting- November 7, 2023
Please Note Special Time: This will be a luncheon starting at Noon with networking/appetizers followed by the presentation and lunch from 12:30- 1:30pm
Topic: Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals
Program Overview:
Life insurance is a mainstay in estate and business succession/buy-sell planning. As circumstances
change, advisors and 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.
Meet our Speaker: Jamie L. Mendelsohn, Executive Vice President, Ashar Group
Register by Thursday, November 2nd at 5:00pm
Thank you to our Meeting Sponsor:
