Jon Mendelsohn

CEO and Co-Founder at Ashar Group -Life Settlements & Life Insurance Valuation

Speaker

Jon B. Mendelsohn is Co-Founder and Chief Executive Officer of Ashar Group, 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). 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.

With over two decades of experience, Jon is a recognized advocate for best practices and transparency in the industry. He currently serves as the 2026–27 President of Forum 400 and as a board member of the Central Florida Estate Planning Council. He has been invited to speak nationally at estate and charitable planning councils, tax institutes, industry conferences, including AICPA, Finseca, and NAEPC, as well as educational institutions such as Harvard Business School's family-office wealth management events, Rice University's MBA program, and The American College Center for Retirement Income.

Jon earned his bachelor's and master's degrees from the University of Florida. Outside the office, he enjoys tennis, soccer, and bad golf, and cherishes time with his wife, daughters, and two dogs. Ashar Group is proud to support the Crohn's and Colitis Foundation and the Head and Neck Cancer Alliance, causes that directly impact friends, family, and members of the Ashar Group team.