Apr. 12, 2018
If you haven’t been asked already, there’s a question that will come up at some point in your career: "What should I do with this life insurance policy?" Proceed with caution, thoughtfulness and all the relevant facts as this is often a long-term and highly consequential decision.
Clients aren’t the only ones who’re asking – advisors bring this question to us all the time. While there’s no black and white answer, we can help point you in the right direction. Join this webinar with Tim Ash and Sam Rocke to learn:
- Why clients tend to come to you with the question
- Options you should consider before making a recommendation
- Potential pitfalls to avoid – and potential benefits to act on
You’ll also get to hear about the Ash Life Audit, and how regular policy reviews can uncover new opportunities – for you and your clients. Register today! If you can’t watch the live broadcast, you’ll get the replay as soon as it’s available.
About the Speaker
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.