Identifying Opportunities: Planning Through Life Stages

  • 04/23/2019 11:00 AM - 11:30 AM Eastern

Presented by Sam Rocke

SVP, Protection, Ash Brokerage

Ash Brokerage Webinar

 

Our industry isn't having the same conversations we once did. These are important conversations that need to happen. Risk management may be the end solution or a go-to product, but really, we're in the life events business. The "funding a college plan" business. The "buying a home and starting a family" business. The "giving to others" business.

It’s time to change the way we talk about insurance solutions. In this webinar, we'll discuss client needs at different life stages and what they mean to your business:

  • Establishing and protecting financial foundations (ages 25-35)
  • Protecting and accumulating assets (ages 35-55)
  • Preserving and distributing wealth (ages 55-85)

Don't miss this opportunity to learn how to change the conversation. Let’s create intentional plans for our clients - for the positive events on their journey and for protection when a negative event strikes

 

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