As retirees age, their risks increase – because longevity is the greatest multiplier of all risks in retirement. Life insurance, long-term care and annuities are important vehicles to implement in a financial plan. These tools creates peace of mind, security and confidence. Learn how you can leverage the power of all three in a cost-effective manner that creates more income for your client and more choices for their beneficiaries.
- How annuities make an investment portfolio easier to manage and more tax efficient
- How cash value life insurance can reduce the retirement failure rate
- How current nonqualified assets can impact long-term care planning for many Americans
About the Speakers
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.