Webinar Replay

What we learned from 2019 Policy Outcomes (and what you can learn, too)

On-Demand Replay

If 2019 showed us anything, it’s that insurance products can offer protection from lots of different types of risk. It’s so much more than just a safeguard against an unexpected death. And as the advisor, you have the ability to structure a plan that meets your clients’ needs and delivers the outcomes they are seeking.

So, what were some of the most successful outcomes in 2019? Watch now to take a look at three different case studies, each one providing a solution to a different need.

  • Structuring a successful buy-sell agreement
  • Using idle assets to fund a linked benefit plan
  • Providing a legacy through a deferred annuity

About the Speaker


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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.

Matt Erpelding leads the Advanced Markets team. Since he joined Ash in 2005, Matt's primary focus has been working closely with advisors to develop strategies for business owners, estate planning and tax-advantaged solutions using life insurance. He's a go-to resource for product design and education.

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