ESTATE PLANNING COUNCIL OF ST. LOUIS

Date: October 16, 2023 In person and ZOOM 

Please note if you register for ZOOM your zoom registration link is in your confirmation 

Time: 12:00 – 1:00 pm. Sit down lunch and presentation

Topic: Life Settlements: Ethical and Professional Responsibility

In person and zoom available (zoom participants once registered will receive the zoom invite the Friday before the event)

Speakers: Jamie L. Mendelsohn, Executive Vice President

About the presentation: 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.

To register for this session, go to www.epcstlouis.org and click the link for the session.

CPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.

Continuing Education

EPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance   

CPE Information for CPAs

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will: 

Learning Objectives:

At the conclusion of the discussion, attendees will be able to: IDENTIFY clients in financial situations who may benefit from a life settlement. INFORM eligible clients about the need to get their existing life insurance appraised for fair market value before they lapse or surrender their policy. INCORPORATE life settlement best practices into their processes so clients are protected, and potential liability/reputational risk will be mitigated

The sponsor assures that the program content and program level is appropriate for the intended participants.

Participants will earn 1 CPE credit. 

Field of Study: Specialized Knowledge 

Additional Information:

Delivery Method: Group Live/Group Internet Based

Program Level: Basic

Pre-requisite: NONE 

Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.

Refunds and Cancellations: All attendees are required to register in advance.  If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.

Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

National Registry of CPE Sponsors Number 109467

​CTFA

CTFA 1.25 CE credit 

CFP

LEARNING OBJECTIVES:

At the conclusion of the discussion, attendees will be able to: IDENTIFY clients in financial situations who may benefit from a life settlement. INFORM eligible clients about the need to get their existing life insurance appraised for fair market value before they lapse or surrender their policy. INCORPORATE life settlement best practices into their processes so clients are protected, and potential liability/reputational risk will be mitigated

About the Speaker

Jamie L. Mendelsohn is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance. Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences, and estate planning councils, and provides continuing education for both financial and insurance professionals. 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 a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation where she mentors patients and families while serving as the President of the Central FL/North FL Chapter. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.