Putting Cash to Work

  • 08/28/2017 11:00 AM - 11:30 AM

Presented by Tim Ash

CEO, Ash Brokerage

This one’s going to be fun! 
Without bringing on any new clients, you can significantly increase the assets you manage just by asking the right questions. It’s true! The solution is sitting right under your nose.

If you manage personal wealth for clients who own businesses, you should be looking at their corporate assets too. If not, you’re probably missing out on a huge opportunity to put their idle cash to work. 

This isn’t a complicated business strategy. It’s a simple way to make life (insurance) easy. Based on the excellent feedback from our last webinar, Tim Ash is back to explain: 

  • Why the majority of banks own life insurance – and why other businesses should consider doing the same
  • How to reposition cash into an instrument with a better return AND a death benefit, while keeping the same liquidity and peace of mind 
  • How to approach clients to leverage the cash they’ve been holding hostage in their checking account

Literally BILLIONS of dollars are sitting in the coffers of businesses, earning next to nothing. Don’t let any more cash walk out of your office. Save your seat today! 


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Putting Cash to Work

Put more money in your clients' pockets by waking up "sleeping" money! Join Tim Ash as he dives into ways you can help grow your AUM.