Webinar Replay

Identifying Opportunities: Planning Through Life Stages

On-Demand Replay

Our industry isn't having the same conversations we once did.

These are important conversations that need to happen. Risk management may be the end solution or a go-to product, but really, we're in the life events business. The "funding a college plan" business. The "buying a home and starting a family" business. The "giving to others" business. It’s time to change the way we talk about insurance solutions. In this webinar, we discuss client needs at different life stages and what they mean to your business:

  • Establishing and protecting financial foundations (ages 25-35)
  • Protecting and accumulating assets (ages 35-55)
  • Preserving and distributing wealth (ages 55-85)

Don't miss this opportunity to learn how to change the conversation. Let’s create intentional plans for our clients - for the positive events on their journey and for protection when a negative event strikes

About the Speaker

Sam Rocke_web.jpg


Sam Rocke leads the Protection division 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.

Bryan Haas leads the Advanced Case Design team. Since he joined Ash in 2013, Bryan has been a thoughtful leader, serving advisors through highly technical cases and policy review. His commitment to caring is felt by anyone who has the pleasure of asking him for assistance on case design, policy review or product configuration.

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LTC Conversation Guide

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