Longevity and Risk Reduction

  • 09/27/2018 01:00 PM - 02:00 PM

Presented by Tim Ash

CEO, Ash Brokerage

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As our population continues to age, risks increase due to longevity. And, longevity is the greatest multiplier of all the retirement risks. Life insurance, long term care, and annuities are important vehicles to implement in a financial plan that creates peace of mind, security, and confidence. Learn how you can leverage the power of all three in a cost-effective manner that creates more income for your client and more choice for the beneficiaries.

You'll learn:

  • How the use of annuities make the investment portfolio easier to manage and more tax efficient.
  • The uses of cash value life insurance to reduce the failure rate
  • How current non-qualified assets can impact the long term care planning for many Americans

 

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Longevity and Risk Reduction

As our population continues to age, risks increase due to longevity. And, longevity is the greatest multiplier of all the retirement risks.


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