"How Life Settlements and Policy
Valuations Affect Planning"
Paul Yates, CLU, FSA
Vice President
COHN FINANCIAL GROUP
Jason T. Mendelsohn
Co-Founder and President
Ashar Group and Ashar SMV
Life settlements represent an important option for a growing number of people who have either outlived their need for life insurance or the life insurance they own no longer serves its original purpose. It may provide the right client with a reasonable & profitable exit strategy that addresses their financial objectives.
- Life Settlement Market Overview
- Buyer Purchase Parameters
- Case studies
