Ashar Group

Add one question to your life insurance policy reviews.

Periodic reviews give advisors a chance to identify changes in need, affordability, or planning strategy before a policy is surrendered or lapsed. A life settlement review may reveal value that can be used for today's planning needs.

Call Ashar Group at 800-384-8080 when a client’s policy may be worth a closer look.

A life insurance policy can support meaningful giving.

Ashar Group CEO Jon B. Mendelsohn shared more on this topic in a recent article for the American Heart Association. He explains how existing coverage can be reviewed as part of a broader charitable planning conversation.

www.heart.org/en/get-involved/ways-to-give/planned-giving/professional-advisors-and-trustees/unlock-value-in-existing-life-insurance

Unlock Value in Existing Life Insurance: 3 Questions to Ask Your Clients By: Jon B. Mendelsohn | Co-Founder + CEO of Ashar Group For many years.

A life settlement should be approached with care, transparency, and a clear focus on the policy owner’s best interest. That’s why who represents the seller matters.

Ashar Group focuses exclusively on sell side representation, working alongside advisors to help clients navigate the process with clarity and confidence.

To learn more about Ashar Group and our approach, visit ashargroup.com/who-we-serve/financial-professionals-fiduciaries

When a life insurance policy no longer fits a client’s plan, some assume surrender or lapse is the only path forward. In reality, a better option may exist.

Ashar Group helps advisors and their clients determine if a policy could be worth more than cash value. Through a transparent, sell-side focused process, we uncover fair market value to help clients make more informed decisions.

To learn more about how Ashar Group supports advisors, visit ashargroup.com/who-we-serve/financial-professionals-fiduciaries

Many business owners continue paying for life insurance long after the original need has passed. What often gets overlooked is that these policies may still hold meaningful value.

Ashar Group works with advisors to help business owners evaluate whether a life settlement could turn a policy into capital that supports what comes next, whether that’s growth, transition, or planning for the future.

If you’d like to explore whether a policy has buyout value, contact Ashar Group here: ashargroup.com/contact