Content Provider
Ashargrouplogo

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Self-Study CPE
ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE
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Life Insurance Triage in the Age of Coronavirus (COVID-19)

LIFE INSURANCE TRIAGE IN THE AGE OF CORONAVIRUS (COVID-19)

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

With markets going crazy and interest rates dropping in the wake of the global coronavirus pandemic, many of the universal life (UL) products owned by your clients are imploding. Should CPAs get involved? The answer is a resounding YES! Furthermore, you don’t have to be a life insurance expert to guide your clients and help keep them from making a costly mistake.

Learning Objectives:


  • Identify clients with vulnerable UL policies by asking three key questions

  • Understand what age demographic is impacted and why they need their CPA to help

  • Access how to help clients evaluate whether it pays to sell a policy through a life settlement

  • Recognize the three very different options available when selling a policy

  • Demonstrate how to acquire the best value for your clients


Related brief article for CPAs to review:
https://www.wealthmanagement.com/insurance/life-insurance-triage-agecoronavirus

Linkedin

Jamie L. 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 market-based 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 as the President of the Central FL/North FL Chapter. She serves the community by speaking at education events and mentoring patients and their families. Jamie resides in Orlando, FL. She enjoys reading, traveling, and spending time with her family and friends.

Additional Materials
Article
Trust and Estates
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Ashargrouplogo
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.