Protecting Your AUM

  • 08/31/2016
New position paper published by Ash Brokerage in Advisor Magazine

Bob Klein, executive vice president at Ash Brokerage, has published a position paper in Advisor Magazine on Protecting Your AUM. The article discusses that while sales of long-term care insurance products (traditional, annuity or life insurance linked benefits, and life insurance riders) are not yet keeping pace with those of retirement vehicles, the dialogue around these risks has dramatically increased in the last decade.

The goal of this position paper is to make you aware of those risks and introduce you to a concept that will allow you to protect your clients and your practice by insuring them from the extended heath-care risk.




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