If you’re a holistic planner, you’re looking for ways to address risk. Today’s wealth advisors want solutions that not only grow assets, but also protect them. Right now, three emerging trends in the insurance marketplace can protect your clients, and by virtue, protect your business.
- Risk-adjusted legacy assets
- Asset-based long-term care
- Tax-efficient retirement savings
Watch this valuable replay with Sam Rocke, VP of protection strategies, to learn more about these trends – and why anyone who considers themselves a holistic planner can’t afford to ignore them.
About the Speaker
|Sam Rocke leads the Ash Life Audit, Life Marketing and Advanced Markets teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business as he assists by providing objective evaluations of new or existing coverage.|