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We help premier advisors appraise, negotiate and monetize their client’s life insurance and annuity assets. Take our quiz to see if a policy could qualify.

Joined May 2013
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This week on the #podcast, we chat with Jamie Mendelsohn of @AsharGroup about #LifeInsurance and the life settlement market. It was a great, timely, and informative conversation. Enjoy! #taxtwitter #fintwit #lawtwitter Life Settlement Transactions wealthandlaw.com/2021/05/26/…
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Day 3 of the virtual 55th Annual Heckerling Institute on Estate Planning. Please visit our virtual exhibit hall as Sponsors are looking forward to connecting with you and are hosting many networking events during the Institute! law.miami.edu/heckerling
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AsharGroup retweeted
How does life expectancy affect #LifeSettlements? We asked Jon B. Mendelsohn, CEO and Founder of @AsharGroup. Hear his insights below. #LifeInsurance #Webcasts #Technology #Automation youtube.com/watch?v=s3InOnVc…
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Finding an external candidate groomed to run the fourth-largest U.S. bank probably means poaching from just a few peers. Paying enough to pry such an executive from a more stable situation risks a firestorm with the same critics calling for Sloan’s head. trib.al/sCMqNxK
#LifeInsurance has been the last, largest, most-neglected asset on clients’ balance sheets, but #EstatePlanning profs had more resources than I’ve seen ~20 yrs at #Heckerling. @Jon_Mendelsohn, @MENDELSOHNJ & @jtmendel of @AsharGroup are great for #LifeSettlements & valuations.
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The cost of long-term care increases each year. And, though most caregivers are willing, the burden of those costs can be too much for a family to bear. Discover methods for avoiding this pitfall: go.axa.com/uW7krS
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‘We’re not on the scrapheap yet.’ 'The Restaurant That Makes Mistakes' is staffed entirely by people living with dementia, and the show will be aired on @Channel4 in March to open a wider conversation about living and working with dementia. Read more: ow.ly/4HrO30niTh9
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A new brief from @RetirementRsrch finds that not only will retirees face higher out-of-pocket health costs but also the potential for financial mistakes thanks to cognitive decline and the problems caused by widowhood. Story: news.alm.com/jNVCBtk
Here are some things advisors don't obsess about — but clients do (from @ThinkAdvisor). bit.ly/2RE7RWV
Advisors: Can You Explain Market Volatility in Simple Terms? ow.ly/xmjG30neU24 #advisors #volatility #behavior
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More than 43 million working-age Americans serve as unpaid family caregivers... read more from @InsNewsNet insurancenewsnet.com/innarti…
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As caregivers adjust to changes in their loved ones, they often take on additional responsibilities and may try to maintain normalcy. Learn more about the first stage of the #MilVetCaregiverMap.caregiverjourney.elizabethdo…
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Older workers are increasingly being pushed out of jobs before they can retire (Are you ready if your plans are upended?) - The Ladders buff.ly/2Qupmo2
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There’s good early retirement and bad early retirement. What to do if you get the bad one -MarketWatch buff.ly/2kkjcJs
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Early retirement can be awesome. But remember it's not just about nailing the financial side. -Forbes buff.ly/2F3asTF
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AsharGroup retweeted
Nearly 10 million seniors are having difficulty paying for #housing – and the problem is growing buff.ly/2LucfT1 via @SquaredAwayBC
What I've been telling my clients about the market recently By @KimberlyFossCFP trib.al/pBUEr87
The Top 10 Predictions for Financial Advice in 2019 ow.ly/JOtm30n8IFL @sunstarstrategy #finances #NewYear #advisors