Turning Policies Into Purpose: A New Look at Life Settlements

Episode notes

Join Withum's Cutty Thomas and Laura Whitman as they welcome Jon and Jamie Mendelsohn from Ashar Group. A family-owned life settlement firm, Ashar Group helps financial professionals and their clients navigate the life settlement process and uncover value in life insurance assets. The Mendelsohn's share the story behind the company's founding, how life insurance policies can be monetized within financial planning, and how family values shape their mission and impact.