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Sponsor

Ashar Group is an independent 3rd party resource that supports financial professionals and fiduciaries. We appraise life insurance assets for fair market value (FMV) and provide a formal, marketbased valuation that provides an essential FMV data point for planning decisions and risk mitigation. If the life settlement option is chosen as the planning solution, Ashar is a nationally licensed Life Settlement Brokerage with fiduciary responsibility to the client to create a competitive bidding environment and negotiate the best offer possible. Our national accounts include major life insurance carriers, broker dealers, BGAs, IMOs, national banks, and trust companies. We are a resource for more than 30,000 planners, attorneys, trust officers, and CPAs nationwide for risk management and insurance planning; philanthropic planning; retirement planning; and estate, gift, and wealth transfer planning. Visit us at www.ashargroup.com

Exhibitors

Ashar Group is an independent 3rd party resource that supports financial professionals and fiduciaries. We appraise life insurance assets for fair market value (FMV) and provide a formal, marketbased valuation that provides an essential FMV data point for planning decisions and risk mitigation. If the life settlement option is chosen as the planning solution, Ashar is a nationally licensed Life Settlement Brokerage with fiduciary responsibility to the client to create a competitive bidding environment and negotiate the best offer possible. Our national accounts include major life insurance carriers, broker dealers, BGAs, IMOs, national banks, and trust companies. We are a resource for more than 30,000 planners, attorneys, trust officers, and CPAs nationwide for risk management and insurance planning; philanthropic planning; retirement planning; and estate, gift, and wealth transfer planning. Visit us at www.ashargroup.com

Pacific Western Bank is a commercial bank with over $26 billion in assets headquartered in Los Angeles, California, with executive offices in Denver, Colorado. The Bank has 74 full-service branches primarily 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. Learn about Pacific Western Bank, visit pacwest.com.

Pentera Group, Inc. publishes a modular series of tools home offices provide to distribution channels and producers working in the advanced markets. The Advanced Markets Resource Center (AMRC) includes: A comprehensive reference source, learning modules, calculators, and collateral sales support. Pentera's AMRC is an intuitive, user friendly suite of tools producers, home office executives, and sales support teams use to prepare cases, answer questions, and sell using estate planning, business insurance, retirement planning, and charitable giving concepts to solve problems and motivate prospects and clients.


The AMRC platform includes industry favorites--Advanced Markets Online (AMO); AMO Documents; AMO SalesMaker; Business Insurance Online; AMO Calculators; e-Pocket Tax Tables; and AMO Person-to-Person (P2P) presentations, Advanced Market Prompts (AMPs), Business Insurance Online, Retirement Planning at Any Age, and Intro to Estate Planning and Charitable Giving.

In addition, for over thirty-five years, Pentera's skilled, in-house staff of attorneys, writers, designers, and technicians has leveraged it's 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.