Life Settlements and Insurance Valuation Solutions for Estate and Tax Professionals
*LOCATION: WISCONSIN CLUB, 900 W. WISCONSIN AVE., MILWAUKEE, WI
Please join us as we kick off the new programming year to discuss life settlements and life insurance evaluation solutions. Jamie L. Mendelsohn will focus on life insurance as a key component in estate and business succession planning. She will highlight the importance of valuing and potentially monetizing existing policies as the valuation of existing life insurance policies should be used by fiduciaries to protect clients’ best interests and uncover value as part of the holistic planning conversation.
Bio: Jamie’s reputation as a dedicated client advocate precedes her. Her commitment to partnering with financial professionals, knowledge of every facet of the secondary market, and diligent effort to exceed expectations are entirely unmatched. For those lucky enough to work with her, a more loyal partnership could not be found – unless of course, you are referring to her clever ability to one-up her brothers in every team costume contest.
As Executive Vice President, Jamie is the go-to resource for helping advanced planners and fiduciaries integrate life insurance policy valuations into their comprehensive planning process. She spends much of her time educating the financial services community at conferences, estate planning councils, and wealth management firms nationwide.
Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She proudly serves as the President of the Central FL/North FL Chapter of the Crohn’s and Colitis Foundation speaking at events and mentoring patients and families navigating treatment of these diseases. She lives in Central Florida and enjoys spending time with family and friends, fishing, and traveling.
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Salad: Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons
Entrée: Chicken Piccata – Lightly Egg Battered Chicken Scallopini served with Roasted Garlic Whipped Potatoes, Garlic sautéed Green Beans and Carrots, and Lemon Caper demi-glace
or
Vegetarian Option
(Please request Vegetarian Option or note any dietary restrictions in RSVP)
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As always, thank you to our sponsors:
