Un-Meeting: Life Settlements – How Agents Are Being Disintermediated and How To Stay Engaged

Track: Unmeetings (Members Only)

Session Number: 106
Date: Sun, Jan 27th, 2019
Time: 5:30 PM - 6:30 PM
Room: Texas Ballroom D


The speed of change driven by new regulations, higher customer expectations, automated lead generation, direct to consumer sales platforms and the emergence of nimble new competitors threaten to co-opt you and your brand. What can you learn from the changing dynamics of the life settlement market to help you expand your value-added services by increasing your policy valuation and life settlement knowledge?

This Un-Meeting will discuss the following topics:
• Direct to consumer buyers and how to respond to these situations
• How to get dialed into a transaction when your client went direct to a buyer.
• Current buy box and methods to squeeze IRR’s for your clients
• Solutions for COI increases
• What life settlement buyers are doing to deal with yield compression
• Growth in securitizations on the secondary market
• Tertiary sales and liquidity of life settlement funds
• The affect of tax reform on life settlements
• A new breed of capital is entering the market
• The hangover effect of the DOL and emergence of “Consumer First” regulations

Un-Meeting sessions are segments of time set aside to discuss industry hot topics – where everyone has the opportunity to speak and share their ideas on the provided topic. There are no rules. Just speak your mind! Multiple Un-Meeting discussions will be taking place simultaneously, so pick your favorite and join in on the conversation.

Session Type: Unmeetings

Target Market: Apply to all
Categories: Tax & Regulatory, Exit Planning/Key-Man/Buy-Sell, Charitable Market, Estate & Liquidity, Life Settlement, Life Insurance & Retirement
Session Type: Unmeetings

Target Market: Apply to all
Categories: Tax & Regulatory, Exit Planning/Key-Man/Buy-Sell, Charitable Market, Estate & Liquidity, Life Settlement, Life Insurance & Retirement


Speaker 1
Jon B. Mendelsohn, CEO
Ashar Group, LLC


Jon B. Mendelsohn is co-founder and Chief Executive Officer of Ashar Group, LLC, a nationally licensed firm specializing in the Secondary and Tertiary markets. He has championed industry driven strategies to encourage innovation across the company’s businesses channels. Under his leadership, the Ashar team maintains their focus to provide an exceptional client experience. Deliberate decision-making has resulted in establishing national partnerships, collaboration, and the integration of Secondary Market solutions that deliver true value to Ashar's partners and clients.

"The results we deliver go well beyond a liquidity event. We provide peace of mind and control, so families and businesses can focus on what matters most to them, choices and the ability to make their own decisions."

Jon’s strategic vision to maximize Ashar’s position in the market focuses on three fundamental aspects: capturing the experiences of the advisors and clients we serve and learning from them, providing the most accurate and unbiased information for all parties to make informed decisions, and fostering innovation while expanding into new markets around the world.

Since launching Ashar Group in 2003, Jon has been an influential member of the industry, serving as an advocate for best practices and transparency. He has worked tirelessly to collaborate with members of the insurance and financial services, legal, and trust communities. Jon obtained years of hands-on experience in all facets of the Secondary Market and valuation process by working closely with estate and business planning firms. Over the past decade, he has developed unique and proprietary processes that save advisors valuable time and manage client expectations in a responsible manner.

Mr. Mendelsohn earned two bachelors and a master's degree from the University of Florida. He participated in the Strategic Coach program for 6 years to continue to develop both professionally and personally. He is proud to serve as a member of Forum 400, a past board member of industry associations, the Customer Advisory Board for 21st Services Underwriting, and a proud supporter of the company cause, The Crohn’s and Colitis Foundation of America. He and his family reside in Orlando, Florida.