8:15-8:30am Registration, Networking, & Breakfast
- Networking with local financial professionals and insurance agents
- Discussion of sales and prospecting ideas that work!
8:30-9:00am NAIFA Meeting
- Upcoming Local, State, and National Programs and Initiatives
- NAIFA Member Benefits
- Political Advocacy and Involvement Updates
Estate & Tax Planning Applications for Market-Based Life Insurance Valuations
Increasing longevity and other disruptive factors are changing the face of life insurance valuation. Fiduciaries and financial professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients. New market-based valuation methodology, based on a real-time willing buyer-willing seller marketplace for life insurance is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients. The discussion has broad application across practice areas and will help fiduciaries to mitigate risk and assure that client best interests are served.
- Understand the inherent danger in health agnostic valuations for tax planning and complicated hold/pay/change/sell decisions with senior clients. How buy-sell agreements are structured
- Learn how new independent market-based valuation methodology differs from insurance carrier valuations based on reserves and standard independent appraisals based on historical data.
- Discover estate and tax planning application to mitigate risk and assure that client best interests are served.
Jamie L. Mendelsohn — Vice President of Advanced Case Design & Secondary Market Solutions, Ashar Group www.ashargroup.com
Jamie 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 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 Jamie 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 advisors and 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 of America, where she serves on the Board of Trustees for the state of Florida. She services 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.
Please bring admission fee in cash or check payable to NAIFA Rochester to the event.
NAIFA Member: $10
Attendees will receive 1 MN Insurance CE Credit for attending this meeting. You will need to provide your license number in order to receive credit. Credits are currently pending.
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Cancellation Policy: N/a So we are better able to plan, if you are unable to make this event, update your registration with Member Services.
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