Webinar Replay

Optimizing Legacy Assets for Maximum Efficiency

On-Demand Replay

Most clients want to leave something for the next generation. But with changing tax and estate planning laws, what worked in the past may not work in the future.

We plan for asset accumulation. We plan to get through retirement. But are you sure your client’s portfolio is diversified and optimized for leaving a legacy? Can you say with good certainty that your client’s children will retain you as their financial advisor?

Join us November 12 to discuss strategies for optimizing legacy assets, including:

  • Evaluating life insurance as a legacy asset
  • Developing an intentional philanthropy strategy
  • Spanning the generation gap to retain clients

About the Speaker



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.

Webinar Materials

Presentation Slides

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