Ashar Group

07/22/2026

Lapsing or surrendering a life insurance policy can feel like the obvious route when coverage is no longer needed. But it isn't always the most valuable one.

Some policies may qualify for a buyout that exceeds the cash surrender value, giving clients another option to consider before making a final decision.

Questions about potential policy value? Call Ashar Group at 800-384-8080.

07/16/2026

Policy value can be easy to overlook when a client is focused on getting rid of coverage.

Advisors can add meaningful value by helping clients pause, review their options, and understand whether the secondary market may offer a better outcome than surrender.

Unsure whether a client’s policy belongs in the life settlement conversation? Call 800-384-8080 for guidance from Ashar Group.

07/06/2026

Add one question to your life insurance policy reviews.

Periodic reviews give advisors a chance to identify changes in need, affordability, or planning strategy before a policy is surrendered or lapsed. A life settlement review may reveal value that can be used for today's planning needs.

Call Ashar Group at 800-384-8080 when a client’s policy may be worth a closer look.

06/29/2026

A life insurance policy can support meaningful giving.

Ashar Group CEO Jon B. Mendelsohn shared more on this topic in a recent article for the American Heart Association. He explains how existing coverage can be reviewed as part of a broader charitable planning conversation.

www.heart.org/en/get-involved/ways-to-give/planned-giving/professional-advisors-and-trustees/unlock-value-in-existing-life-insurance

By: Jon B. Mendelsohn | Co-Founder + CEO of Ashar Group For many years.

05/08/2026

Last night, Ashar Group spoke with Senior Living Communities, Estate Planning Attorneys, and Elder Care professionals about how existing life insurance policies may help seniors and their families fund senior living, caregiving, and other retirement needs.

In today’s economy, decisions around caregiving are often made under financial and emotional stress, sometimes forcing families to choose between quality care and long-term financial security.

The discussion focused on an important question:
What if an existing life insurance policy could provide liquidity and financial flexibility when it’s needed most?

Thank you to everyone who attended and contributed to such a thoughtful and important conversation around supporting seniors and their families. A special thanks to High Society Charcuterie for the beautiful and delicious grazing table for our event guests.

05/07/2026

Without the right information, lucrative opportunities can be overlooked.

Ashar Group’s Probability Calculator helps determine whether a policy may have life settlement value before any decisions are made. It’s a simple step that can lead to better outcomes.

You can take the questionnaire here:
ashargroup.com/policy-value-questionnaire

04/27/2026

A life settlement should be approached with care, transparency, and a clear focus on the policy owner’s best interest. That’s why who represents the seller matters.

Ashar Group focuses exclusively on sell side representation, working alongside advisors to help clients navigate the process with clarity and confidence.

To learn more about Ashar Group and our approach, visit ashargroup.com/who-we-serve/financial-professionals-fiduciaries

04/24/2026

When a life insurance policy no longer fits a client’s plan, some assume surrender or lapse is the only path forward. In reality, a better option may exist.

Ashar Group helps advisors and their clients determine if a policy could be worth more than cash value. Through a transparent, sell-side focused process, we uncover fair market value to help clients make more informed decisions.

To learn more about how Ashar Group supports advisors, visit ashargroup.com/who-we-serve/financial-professionals-fiduciaries

04/15/2026

Many business owners continue paying for life insurance long after the original need has passed. What often gets overlooked is that these policies may still hold meaningful value.

Ashar Group works with advisors to help business owners evaluate whether a life settlement could turn a policy into capital that supports what comes next, whether that’s growth, transition, or planning for the future.

If you’d like to explore whether a policy has buyout value, contact Ashar Group here: ashargroup.com/contact

04/13/2026

Behind this event is a story that matters.

Join us in raising awareness and supporting those impacted by head and neck cancer.

Learn more about Jason’s story at SupermanHPV.com

We hope to see you there.