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Protection Products Webinar

Planning Ahead for High-Net-Worth Clients

January 19 11 - Noon EST

More Money. Same Risk.

Your best clients usually don’t like writing checks – at least not bigger than they need to. Whether it’s insurance premiums or taxes, your job is to help them keep their assets safe, earning more and ready to transfer to the next generation.

As we wait to see what 2021 and a new administration will bring, it’s important to create a plan that looks ahead and considers every option. Join us for a discussion on the potential obstacles facing high-net-worth clients this year, and how insurance solutions can help turn them into opportunities, including:

  • Using life insurance to reduce estate tax exposure
  • Comparing the benefits of cost of insurance vs income taxes
  • Reducing the emotional strain on family during a long-term health condition
  • Avoiding the liquidation of assets in a financial emergency
  • Protecting a key source of earning potential

We'll help your clients hold onto more of their money--and potentially put it to a better use. Register now!

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Who You’ll Be Hearing From


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.


Chad Eyrich
VP, LTC & Linked Benefit Sales
Ash Brokerage

Chad Eyrich is the LTC nerd. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He leads Ash's LTC sales team and travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.


Tim Kukieza
VP - Disability
Ash Brokerage

Tim Kukieza leads our Disability Insurance team. Tim Kukieza is passionate about the protection he helps to put in place. He knows coverage will dramatically and positively impact clients’ lives when they need it most.