Take Cash off the Sidelines
November 9, 2021
How efficiently are you positioning your client’s assets?
See how to put idle assets into the game — without sacrificing lifestyle. When you're done, you'll be able to:
- Maximize idle assets, including positioning them to fund LTC
- Start a conversation with the right clients
- Apply product-based strategies to score a better return
This session is part of the Fall Advisor Huddle
It's time to get new strategies for your insurance playbook. Each Tuesday for four weeks, we’ll spend 45 minutes together, with a targeted topic for each day. Join us for any or all the sessions, intentionally designed to put you on the offense while talking insurance with your clients. It’s an opportunity to explore different subjects and leave with real solutions to put into practice immediately. If you’re ready to gain ground with your clients and improve your overall performance, get off the bench and join the game!
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 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.