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Jamie Mendelsohn

Ashar Group
Executive Vice President
jamie@ashargroup.com
(321) 441-1119

Ashargrouplogo
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 marketbased 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 on the Board of Trustees for the state of Florida. She serves the community by speaking at education events, and mentoring patients and their families. Jamie resides in Orlando, FL.

About Us: Ashar Group is an independent resource with fiduciary responsibility to you and your clients. We appraise life insurance assets, provide longevity analytics, and life settlements.

Archived Webinars Offered

LIFE SETTLEMENTS: HOW CPAs CAN BE A LINE OF DEFENSE FOR CLIENTS

Date RecordedSeptember 26, 2019  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm