Utilizing Life Insurance for Philanthropic Planning

  • November 13, 2019
  • 12:00 PM - 1:30 PM
  • Baltimore Community Foundation - 2 E. Read St, Baltimore, MD 21202
  • 50

Registration

  • Includes: One complimentary registration; Listed as Event Sponsor with logo in event promotion and event program; Recognition as Event Sponsor from the podium; and One exhibit table, as event space permits.
  • In partnership with CPGC, Maryland Non-Profit Association Members receive $10 off the standard rate. Discount code required.
  • In partnership with CPGC, Maryland Non-Profit Association Members receive $10 off the standard rate. Discount code required.

Register

An Innovative Approach to Generate Cash Gifts


Charitable organizations are using an innovative approach to generate cash gifts from senior clients who currently own life insurance, including term insurance, they no longer want or need. Life insurance has present value above and beyond cash surrender value and can be appraised and valued, like any other asset, for fair market value. The policy can be sold to a licensed institutional buyer for cash and the policy owner can then use the funds in any way they wish – including donation of all or a portion of the cash proceeds to charity.

Learning Objectives:

  • Discover how the 2017 Tax Cuts and Jobs Act is driving substantial gifts of cash from affluent senior life policy owners.
  • Learn how to leverage business term insurance, which is generally lapsed without ever being appraised for fair market value, thereby leaving six to seven figures on the table that could have been donated to charity.
  • Identify a solution that allows you to generate cash from previously donated life insurance policies that have become too expensive to maintain.

Agenda

12:00 PM   Registration, Networking & Lunch
12:20 PM   Welcome & Announcements
12:30 PM   Presentation
1:30 PM     Program Adjourns

About the Speakers

Jon Mendelsohn
Co-Founder, CEO
Ashar Group


Jon B. Mendelsohn is co-founder and Chief Executive Officer of the Ashar Group and Ashar SMV. Ashar serves insurance professionals and fiduciaries as an independent advanced planning resource in the secondary market for life insurance.

Since launching Ashar Group in 2003, Jon has been an influential member of the industry, serving as an advocate for best practices and transparency. He has worked tirelessly to collaborate with members of the insurance and financial services, legal, and trust communities. Jon obtained years of hands-on experience in all facets of the Secondary Market and valuation process by working closely with estate and business planning firms.

Mr. Mendelsohn earned two bachelors and a master’s degree from the University of Florida. He participated in the Strategic Coach program for 6 years to continue to develop both professionally and personally. He is proud to serve as a member of Forum 400, a past board member of the Life Insurance Settlement Association and the Customer Advisory Board for 21st Services Underwriting.

Capt. Brett M. Sause, LUTCF®, LTCP®, CLTC®, FSCP®
Principal & CEO
Atlantic Financial Group

Brett started in the financial services profession in 1999. The Atlantic Financial Group, LLC was formed shortly thereafter. The firm's philosophy in working with its clients is to guide them through a process that Starts With a Plan™. This process is aimed at helping the clients crystallize their financial goals and objectives.

At an industry level, year after year, Brett has been awarded both the National Quality Award and the National Sales Achievement Award from NAIFA. Brett has been featured in numerous financial publications, such as Life Insurance Selling Magazine and Advisor Magazine and has been the keynote speaker at many insurance and financial practices around the east coast.

Brett is a member of the two largest lobbying associations within the life insurance and financial services industry; AALU (Association for Advanced Life Underwriting) and NAIFA (National Association of Insurance and Financial Advisors). From 2009-2011 Brett served as the President of NAIFA-Anne Arundel, a local chapter of NAIFA. Brett was awarded "Agent of the Year" from NAIFA-Anne Arundel in 2009 and 2010. Every year from 2009 through 2018 Brett was awarded "Agent of the Year" representing the Baltimore/Annapolis General Office of the New York Life Insurance Company.


Thank You to our Chapter Gold Sponsors



Thank you to our Special Communications Sponsor


Sponsorship Opportunities

Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor from the podium, and one exhibit table, as event space permits. Click here to become an event sponsor!

Substitution Policy

A substitution is permitted. A nonmember substitute for a member must pay the registration difference for the same Registration Type [IE: Early Bird, Standard].

Cancellation Policy

A request for refund of an event registration fee must be sent in writing to Info@ChesapeakePlannedGiving.org. The registration fee for an event cancellation received within seven [7] days of the event or a no-show is nonrefundable.


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