Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals

Date: Tuesday, May 16, 2023
Time: 12:00pm - 1:00pm
Location: San Antonio Country Club - 4100 N. New Braunfels, San Antonio
Speaker: Jamie Mendelsohn of the Ashar Group

Life insurance is a mainstay in estate and business succession/buy-sell planning. As circumstances change, advisors and clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.

Registration will open at 11:30am. 

NOTICE:  Please arrive early as the country club is under extensive renovations and parking spaces close to the front entrance may not be available.  You may also use the side entrance using the stairs by the Ladies' locker room and then the stairs to the ballroom.

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