Bill Clark serves as the Vice President of Ashar Group, where he specializes in Secondary Market Valuation and Life Settlements. With a robust background in estate planning and life insurance policy valuations, Bill plays a pivotal role in helping clients navigate the complexities of their...
Bill Clark serves as the Vice President of Ashar Group, where he specializes in Secondary Market Valuation and Life Settlements. With a robust background in estate planning and life insurance policy valuations, Bill plays a pivotal role in helping clients navigate the complexities of their life insurance assets. His expertise is particularly valuable in determining the Fair Market Value of life insurance policies, ensuring that clients are fully informed before they consider lapsing or surrendering unneeded policies.
At Ashar Group, Bill is actively engaged in collaborative efforts with a diverse array of professionals, including Attorneys, Trust Officers, Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), Insurance Agents, and Family Offices. His role involves providing strategic insights into the valuation of life insurance for estate and tax planning purposes, enabling clients to make informed decisions that can significantly impact their financial legacy.
Bill's commitment to education is evident in his role as a qualified presenter on Secondary Market Solutions for Life Insurance, where he shares his knowledge on the potential benefits of life settlements. He emphasizes that all types of policies, including Term Insurance, can qualify for a life settlement, which can be a valuable financial tool for clients looking to optimize their assets. His comprehensive understanding of finance, strategic planning, and employee benefits further enhances his ability to deliver tailored solutions that meet the unique needs of each client. With a focus on maximizing value and minimizing risk, Bill Clark is a trusted partner in the life insurance secondary market, dedicated to helping clients achieve their financial goals.
