Life Insurance Settlements with Jamie Mendelsohn
Got an old life insurance policy you’re thinking of getting rid of because it’s no longer necessary? Jamie Mendelsohn talks about how it could be more valuable than you think and shares her expertise into how to determine its value and potentially sell it!
Listen to us On
About the Episode
LifeBlood: We talked about what life insurance settlements are, how they work, how they’ve changed and evolved over time and the current state of the industry. We discussed why someone would consider a life settlement, the potential upside for them versus simply cashing in the policy, how to determine the value of your policy, how the auction process works to sell your policy, and who the common buyers of policies are.
We talked about the types of policies that are the best candidates for this process, how to think about the risks associated with purchasing a life insurance policy, and the mindset shift of beginning to think about your life insurance policy as an asset with Jamie Mendelsohn, EVP of the Ashar Group, an organization focused on life insurance settlements, policy valuations and trust asset reviews.
Listen to learn how to determine the value of your old life insurance policy and how to figure out if there’s a potential buyer for it!
For the Difference Making Tip, scan ahead to 16:17!
You can learn more about Jamie at AsharGroup.com, Facebook, Twitter and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.
You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you’d like to be a guest on the show, contact George at [email protected].
George Grombacher
Lifeblood Host
Jamie Mendelsohn
Guest
More Episodes
Understanding Health Insurance with Jeff Smedsrud
Understanding Health Insurance with Jeff Smedsrud We talked about navigating healthcare options, the role medicare plays in retirement decisions, why personal choices matter, and how to advocate for yourself!About the EpisodeLifeBlood: We talked about navigating...
Healthy Eating with Karen Mayo
Healthy Eating with Karen Mayo We talked about the many factors that keep us from eating the right food, how it’s important to take an individualized approach to nutrition, and how to have a healthy and integrated lifestyle!About the EpisodeLifeBlood BE WELL: We...
Book Club featuring Brant Cooper
Book Club featuring Brant Cooper What principles can be taken from successful startups and applied to established companies to prepare for disruption? On this month's Book Club, Brant Cooper shares his expertise and process for preparing for the inevitable! About...
Money Goals with Michael Soroko and Zach Zenda
Money Goals with Michael Soroko and Zach Zenda We talked about how to overcome discomfort when talking about money, why following a planning process is key to financial success, how to systematize saving, and the value of scheduling financial conversations!About the...
Performance-Based Marketing with Kevin Urrutia
Performanced-Based Marketing with Kevin Urrutia We talked about performance-based marketing, the importance of knowing your client acquisition cost, having the right creative, organic versus paid traffic, and how to get started!About the EpisodeLifeBlood BRAND: We...
Overcoming Addiction with Adam Vibe Gunton
Overcoming Addiction with Adam Vibe Gunton We talked about overcoming addiction, the importance of being able to identify with others who have been where you are, the flows in the current system, and the role talking about your experiences plays in helping yourself...
Lessons from 9/11
Lessons from 9/11 Where were you on 9/11? What do you remember, what will you never forget? How do you view our Country today versus 20 years ago? What can we as individuals do to bring one another closer and make America stronger? Sentari Minor and I share our...
Measuring Engagement with Paul Zak
Measuring Engagement with Paul Zak We talked about how to scientifically measure engagement and enjoyment, how to circumvent biases, and how to deliver great experiences to our end users!About the EpisodeWe talked about how to scientifically measure engagement and...
Get Healthy with Stevyn Guinnip
Get Healthy with Stevyn Guinnip We talked about the dangers of a stressful and sedentary lifestyle, why an exercise program isn’t always the answer, why the small actions you can take make a huge difference, and how to get started!About the EpisodeLifeBlood BE WELL:...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!