Impending Tax Reform: What it could mean for your clients

No matter who wins the Presidential Election, tax increases are likely.

2020 had massive stimulus spending. And the year isn’t over yet. Regardless of who wins the White House, both sides of the political spectrum could be looking to increase revenue in future years.

And if tax laws may be changing, clients need time to prepare. Watch to take a closer look at the tax proposals from a front-running candidate. We use case studies to discuss:

  • What would change under the proposed legislation
  • How to create solutions now to prepare for future changes
  • Why it matters for your next planning conversation

Webinar Materials

Who You’ll Be Hearing From

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Sam Rocke
SVP, Protection
Ash Brokerage

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.

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Matt Erpelding
Advanced Markets Lead,
Ash Brokerage

Matt Erpedling has been with Ash since 2005, developing a broad-based understanding of life insurance and advanced markets strategies. His primary focus is answering advanced markets questions, working closely to develop strategies that tie in the proper product and design to fulfill client planning needs.