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Welcome to the PartnersFinancial podcast. A podcast designed for you with insights from fellow members, as well as NFP, an AON company, and PartnersFinancial experts.

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June 06, 2023

Episode 41: Finding Value in Existing Insurance

Jon Mendelsohn, CEO the Ashar Group, and Jamie Mendelsohn, EVP the Ashar Group, are sharing ways to help find value in existing life insurance: • How to help policy owners weather challenging economic environments • Identifying value in the life insurance other than just cash value or death benefit • Ways to use existing insurance to do future planning
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