Content Provider
Ashargrouplogo

Trinet middle
Self-Study CPE
LONG TERM CARE FUNDAMENTALS
View Details/Register
QBO FOR REAL ESTATE INVESTORS
View Details/Register
LONG TERM CARE FUNDAMENTALS
View Details/Register
PERSONAL LIFE INSURANCE PLANNING
View Details/Register
PAYROLL, TAX AND LABOR LAW REQUIREMENTS FOR EMPLOYING DOMESTIC WORKERS
View Details/Register
CYBER PAYMENT FRAUD DETECTION AND PREVENTION
View Details/Register
AVOIDING HOUSEHOLD EMPLOYMENT RISK: TAX FILINGS ARE ONLY HALF OF THE EQUATION
View Details/Register
Lifesettlement ashargroup

LIFE SETTLEMENTS: CPA BEST PRACTICES

Cost Free   CPE Credits 1.0 hour   Subject Area Specialized Knowledge  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

What comes to mind when someone mentions life settlements? Is it good for your client? How do you know? Should you/can you, as a CPA, take an active role? Life insurance policy owners are lapsing their policies at an alarming rate. Your clients, especially senior clients, are getting bombarded with direct marketing by life settlement buyers who seek to capitalize on your clients’ lack of knowledge about life insurance fair market value. Direct marketing circumvents CPAs and leaves vulnerable policy owners without representation resulting in grossly undervalued offers.

Learning Objectives

  • Recognize why there has been a substantial increase in clients lapsing life insurance.

  • Understand the secondary market for life insurance (life settlements) and how to explain this option to your clients.

  • Discover how to uncover life settlement opportunities for your clients and protect their best interests.

  • Safeguard your reputation as “the most trusted advisor” by following the best practices that assure independent representation.

  • Bring to light how to grow your business by adding life insurance policy appraisals to your holistic planning process.

Linkedin Twitter
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.

Additional Materials
What is life really worth handout
Market overview handout
PVQ bookmark
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.

Nasba

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.