Webinar Replay

Turning Tax-Deferred Into Tax-Free

Tax-Deferred to Tax-Free

On-Demand Replay


While others are turning away, you should be running toward solutions leveraging qualified money.

Right now, you need help to kick things into high gear. You need unique approaches to familiar challenges. You need this webinar! Your Ash Protection and Retirement teams joined forces to explain something every advisor wants to understand: How to turn tax-deferred gains into tax-free benefits.

If your clients have ANY tax-deferred assets, you need to hear these strategies to help:

  1. Give your client more meaningful and impactful results from their investments
  2. Create efficiency by turning tax-deferred gains into tax-free benefits
  3. Follow your AUM to the next generation of clients by establishing trust and credibility

No matter where you fall on the financial planning spectrum, you’ll walk away with strategies that address several hot-button topics: longevity and long-term care, tax efficiency, wealth transfer, and fiduciary standards.

As a bonus, you’ll get these ideas from someone on the “other” side of the business – our homegrown life insurance guy, Tim Ash, demonstrates an annuity solution, while Mike McGlothlin, a diehard annuity and retirement income guy, explains why you can’t afford to ignore the benefits of life insurance in your clients’ financial plans. Talk about fresh perspectives! 




About the Speaker

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Tim Ash is known as a visionary in the financial services community. He is an industry leader who envisions a future where insurance is easy, affordable and an essential part of a sound financial plan.  As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. He has built a culture where people not only believe in what they do, but more importantly, they understand the reason behind their efforts.



Mike McGlothlin is a tireless advocate for the retirement planning industry. As executive vice president of retirement at Ash Brokerage, he heads a team providing income planning solutions focused on longevity and efficiency. He’s also a thought leader who provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. You can find a collection of his blog posts in his book, “Above the Clouds … Winning Strategies from 30,000 Feet.”



WATCH THE REPLAY

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