TREPC October Meeting - Life Settlement Legal and Ethical Responsibility

Date: Wednesday, October 27, 2021
Time: 11:30am - 1:00pm
Location: Aloft Tallahassee Downtown
Speaker: Jamie Mendelsohn

Jamie’s reputation as a dedicated client advocate precedes her. Her commitment to partnering with financial professionals, knowledge of every facet of the secondary market, and diligent effort to exceed expectations are entirely unmatched. For those lucky enough to work with her, a more loyal partnership could not be found – unless of course, you are referring to her clever ability to one-up her brothers in every team costume contest.   

As Executive Vice President, Jamie is the go-to resource for helping advanced planners and fiduciaries integrate life insurance policy valuations into their comprehensive planning process. She spends much of her time educating the financial services community at conferences, estate planning councils, and wealth management firms nationwide.  

Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She proudly serves as the President of the Central FL/North FL Chapter of the Crohn’s and Colitis Foundation speaking at events and mentoring patients and families navigating treatment of these diseases. She lives in Central Florida and enjoys spending time with family and friends, fishing, and traveling.

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