Life Settlements/Valuations

Date: Wednesday, April 18, 2018
Time: 7:30am - 9:00am
Location: Gleneagles Country Club
Speaker: Jamie Mendelsohn

REGISTRATION FOR THIS EVENT IS CLOSED.

WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL

 

BREAKFAST MEETING

WEDNESDAY, APRIL 18, 2018

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, APRIL 11, 5:00 p.m.

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, APRIL 11)

 

Advanced Planning Applications For

Market-Based Life Insurance Valuations

Jamie Mendelsohn

Sponsored by Catholic Foundation

 

Increasing longevity and other disruptive factors are changing the face of life insurance valuation. Fiduciaries and financial professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients. New market-based valuation methodology, based on a real-time, willing-buyer willing-seller marketplace for life insurance is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients. This discussion has broad application across practice areas and will help fiduciaries to mitigate risk and assure that client best interests are served. Jamie L. Mendelsohn is a thought leader in the secondary market for life insurance and partners with the nations’ leading wealth management firms, attorneys, CPAs, trust officers, and financial professionals. Jamie is instrumental in the development an innovative market-based policy valuation of fair market value, the Ashar Secondary Market Valuation (SMV®). For more than a decade, Jamie has earned the reputation as a determined client advocate in the life settlement market. .Jamie is the go to independent resource for advanced planners and fiduciaries nationwide who integrate the SMV® into their holistic planning process and select Jamie to negotiate for their client if the decision is made to sell the policy. She has spoken at numerous financial services conferences and provides continuing education for both financial advisors and professionals nationwide. Jamie earned her bachelor’s and master’s degrees from the University of Florida.

 

Continuing education credits pending for this program.

 

Membership dues do not include meals.  Credit Cards are now accepted online at the website - scroll down to register.

To mail a check, please complete the form below, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE  so we will have a count for the number of meals to prepare.

 

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

 

Name: ________________________________________ 

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E-Mail: ______________________________________

Phone Number: _________________________________

 

Name: ________________________________________

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NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

 

We would like to thank the following Sponsors for their support for 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout., Texas Bank & Trust and The Catholic Foundation

 

 

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

  1. Payment Method: click “Credit Card or PayPal”
  2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
  3. Click “Pay Now”
  4. “Pay with Debit or Credit Card”
  5. “PayPal Guest Checkout”
  6.  “Pay Now”
  7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS

 

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