This post is part of our series for advisors to pass to their clients. Life settlements can be complex, but finding the right person to advocate on your behalf can make things that much easier. We here at Ashar Group want to help you provide the resources that policy sellers need to flourish in this […]
When planning how much money to save for retirement, there are certain factors people think of right away. Lifestyle is a big one—how much money do you need to maintain the lifestyle you’re accustomed to? Health is another—are you relatively healthy, or is long-term care something you know you’ll need in the near future? One […]
This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]
This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]
Unless you’re a finance geek—like all of us here at Ashar—there’s not a whole lot about managing one’s finances that could really be called “fun.” Monitoring investments, keeping track of bills and taxes…for most people, that’s more obligation than choice.
This post is part of our series for advisors to pass to their clients. Knowing more about your clients’ needs will help you to better serve them. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of […]
If you caught our “Filling the Bookcase” article from back in June, you know that we at the Ashar Group love a good book — especially if it helps us continue to get better at what we do. With summer on its way out, we thought it was time to offer up a few more […]
This post is part of our series for advisors to pass to their clients. Aging doesn’t have to be scary, and we here at Ashar want to help you provide the resources that policy sellers need to flourish in this chapter of their life. We all want to know that when our time comes, our […]
If you know Ashar, you know we are passionate about living our values, which includes supporting causes close to our hearts. One of those is the Crohn’s and Colitis Foundation of America, which we became involved with because our VP of Secondary Market Solutions, Jamie Mendelsohn, and her twin sister Jill both live with Crohn’s […]
We know that as a financial advisor, you want the best for your clients. And when it comes to older clients, advisors can feel especially protective. After all, you’re managing not just their money, but possibly the legacy they’ll leave their family, or their ability to cover long-term care or assisted living for themselves or […]
