THIS IS AN INVITATION ONLY EVENT!
Subject Matter experts: Jamie L. Mendelsohn and Pat Albracht connect at this event to help you grow your business through Life Settlement Planning and Multi-Life Disability.
Attendance is limited!
Participation is limited to the first 30 registrants, and complimentary Topgolf portion of event is limited to participants who attend the the event in-person.
2:00 pm - 4:00 pm
Wealth Strategies
6455 S Yosemite St.
Suite 425
Greenwood Village, CO 80111
After the event, join us for complimentary Topgolf!*
Jamie L. Mendelsohn
EVP
Asher Group
Subject matter expert and 15+ year veteran of the life settlement marketplace, Jamie L. Mendelsohn partners with advisory teams and policy owners around the country to value existing life insurance and represent sellers in the life settlement solution. Her presentation will provide a macro view of the market, success stories that generated cash flow for other planning needs for policy owners, as well as value added information for discussions with your collaborative teams.
Pat Albracht
Multi-Life IDI Sales Director
Guardian Life
With a 30 year background in the Individual Disability market, Pat’s expertise helps financial professionals leverage for their clients: the power of IDI employee plans, leading to business growth opportunities for the Broker
