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Jon Mendelsohn

Ashar Group
CEO
jon@ashargroup.com
(321) 441-1113

Ashargrouplogo
Jon B. Mendelsohn is co-founder and Chief Executive Officer of the Ashar Group and Ashar SMV. Ashar serves insurance professionals and fiduciaries as an independent advanced planning resource in the secondary market for life insurance. Independent services include policy valuations, life settlements, and longevity services.

Since launching Ashar Group in 2003, Jon has been an influential member of the industry, serving as an advocate for best practices and transparency. He has worked tirelessly to collaborate with members of the insurance and financial services, legal, and trust communities. Jon obtained years of hands-on experience in all facets of the Secondary Market and valuation process by working closely with estate and business planning firms. Over the past decade, he has developed unique and proprietary processes that save advisors valuable time and manage client expectations in a responsible manner.

Mr. Mendelsohn earned two bachelors and a master’s degree from the University of Florida. He participated in the Strategic Coach program for 6 years to continue to develop both professionally and personally. He is proud to serve as a member of Forum 400, a past board member of the Life Insurance Settlement Association, the Customer Advisory Board for 21st Services Underwriting, and a proud supporter of the company cause, The Crohn’s and Colitis Foundation of America. He and his family reside in Orlando, Florida.

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.

Upcoming Live Webinars

LIFE SETTLEMENTS: CPA BEST PRACTICES

Available Date(s)
Wednesday, November 14, 2018: 11:00AM EST

CostFREE  CPE Credits1.0 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, Other      

TAX REFORM IMPACTS: LIFE SETTLEMENTS & LIFE INSURANCE VALUATION WITH HNW CLIENTS

Available Date(s)
Thursday, December 13, 2018: 12:00PM EST

CostFREE  CPE Credits1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other      

Archived Webinars Offered

LIFE SETTLEMENTS: CPA BEST PRACTICES

Date RecordedSeptember 28, 2018  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, Other