Webinar Replay

Retirement Solutions for Business Owner Clients

On-Demand Replay

It's easy to develop tunnel vision when working to build a business. By focusing on the business needs of right now, many business owners have failed to prepare for the needs for the future—both individual and business needs. And that’s where you come in.

With the right tools, you can give your clients the peace of mind they deserve to retire securely, as well as meet their evolving business needs. This planning can be complex, but Ash is here to help with strategies for every phase of ownership:

  • Maximizing deductions when starting a business
  • Risk transfer and cost management for maintaining a business
  • Succession planning and other strategies to exit a business

Join us to learn how to guide your clients through these unique challenges.

About the Speaker


As the National Sales Director at Ash Brokerage, Steve designs and executes cost-effective pension risk transfer strategies for frozen defined benefit plans. He also delivers comprehensive settlement plan solutions for personal injury, medical malpractice, workers' compensation and other structured case situations, including attorney fees and installment sales. Steve has 30 years of financial services industry experience in national and regional capacities.

Webinar Materials

Presentation Slides


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