SOURCE: Ashar Group

January 27, 2015 08:07 ET

Ashar Group Announces the First Life Settlement Policy Value App at the Heckerling Institute and AICPA Conferences

LAS VEGAS, NV--(Marketwired - Jan 27, 2015) - Ashar Group announced at the AICPA Conference, a new web app to help determine fair market value of life insurance policies in the Financial Services and Life Settlements Industries -- the first of its kind. Planners will now have a quick and easy app at their fingertips to use in client meetings. Ashar Group first unveiled this powerful tool at the 49th Annual Conference for the Heckerling Institute on Estate Planning Orlando earlier this month.

Ashar's proprietary Policy Value Quiz provides a simple yet effective analysis to assess the potential for any policy to be considered for a Life Settlement. The seven-question quiz was created to assist attorneys, financial advisors, CPAs, and fiduciaries with a quick and convenient tool to identify clients who could benefit from a Life Settlement.

"With a decade of experience asking the right questions we can determine if a policy has potential" said Ashar Group CEO, Jon Mendelsohn, "and now that power is in the hands of the professionals who are on the front lines helping clients."

The Policy Value Quiz asks carefully constructed questions about:

1. The policy holder and their health
2. The policy type and status
3. Financial elements of the policy that influence outcomes

"Financial professionals deserve every advantage to better assist their clients when it comes to Life Settlements", said Mendelsohn. "And as the Secondary Market continues to strengthen, so will the pace of new and innovative solutions like ours to serve them."

The Ashar life insurance valuation web app was designed on a web-based platform that allows for real-time updates without having to constantly download new versions. Planners should access the app by going to the Ashar website at www.ashargroup.com on their mobile devices. Simply click on the plug-in and add it to the home screen/desktop on smart phones and tablets. This app is compatible with both Apple and Droid systems for smart phones and tablets.

About Ashar Group:
Ashar Group, LLC serves as a strategic partner and specialist in the Secondary Market for Life Insurance. Founded in 2003, Ashar Group has passed the stringent compliance and due diligence requirements of top-tier domestic and international financial institutions and advisory firms. Ashar has forged longstanding strategic partnerships in the financial services and insurance markets. This proven track record has established Ashar as the trusted and go-to resource in this space.

For more information about Ashar Group visit: www.ashargroup.com

Contact Information

  • Press Contact:
    William J. Clark
    Director
    Innovation & Collaborative Strategies
    Ashar Group
    bill@ashargroup.com
    321.441.1127