Your Playbook for a New Tax Environment
October 19, 2021
The rules of the game are about to change.
From what’s going on in Washington, to how to use different strategies for complicated situations, get solutions and coaching from our Advanced Marketing team, including:
- Updates from Washington: We’ll get you prepared for proposed tax changes and how the industry is responding to today’s environment
- Advanced Planning Strategies:
- Estate Planning in a New Tax Environment
- Key Employee Retention Planning
- Business Succession Planning
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.
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.