2020 Advanced Sales Virtual Forum - Sponsors and Exhibitors

Ashar Group is an independent, nationally licensed sell-side life settlement broker that protects policy owners’ best interests by conducting a competitive auction to maximize policy value. Family-owned and vetted by nearly 100,000 professionals nationwide, Ashar Group does not sell life insurance, manage assets, or purchase policies.

Since 2003, Ashar Group has partnered with insurance and financial professionals, BGAs, fiduciary advisors, broker-dealers, and institutions, serving as an advanced planning resource focused solely on life settlements and life insurance valuation. As subject matter experts, the firm provides continuing education for insurance producers (CE), CPAs (CPE), and attorneys (CLE), and speaks nationally at estate planning councils and industry conferences.

Ashar Group has been published in Trust & Estates, The Tax Adviser, and Society of Financial Professionals (FSP) on integrating fair market value analyses into comprehensive estate, business, and charitable planning strategies.

Def: (ash-er) “do what is right and you will be blessed”

Home - Ashar Group

Pacific Western Bank is a commercial bank with over $40 billion in assets headquartered in Los Angeles, California, with an executive office in Denver, Colorado. The Bank has 69 full-service branches located in California, with one branch located in Durham, North Carolina, and one branch located in Denver, Colorado. We offer national lending products including asset-based, equipment, and real estate loans and treasury management services to established middle-market businesses. To learn more about Pacific Western Bank, visit www.pacwest.com.

Pentera Group, Inc. is pleased to offer the Advanced Markets Resource Center (AMRC) —an intuitive, user-friendly suite of tools that home offices can provide to distribution channels and producers. This suite provides everything necessary to prepare cases, answer questions, solve problems, motivate prospects and clients, and make sales. The AMRC includes industry favorites such as a comprehensive reference source (Advanced Markets Online), learning modules (Business Insurance Online, Retirement Planning at Any Age, Estate Planning for Small Business Owners, Intro to Estate Planning and Charitable Giving), calculators (AMO Calculators), and collateral sales support (AMO Salesmaker, ePocket Tax Tables, AMO One-Pagers, the Annuity Playbook, the Personal Markets Playbook, AMO Case Studies, AMO Documents, AMO Conversation Starters). Material covers the areas of estate planning, business insurance, retirement planning, and charitable giving, with a special mini-suite of materials on Business Succession Planning. For over 45 years, Pentera’s skilled, in-house staff of attorneys, writers, graphic designers, and user interface technicians has leveraged its content creation and technology expertise to develop custom content and tools designed to present, position, and brand proprietary products and concepts for home office distribution channels. Visit us at www.pgiresources.com for examples and additional information.