What We Learned from 2018 Policy Outcomes

  • 01/03/2019 11:00 AM - 11:30 AM

Presented by Sam Rocke

VP, Protection Strategies, Ash Brokerage

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Life insurance is like the Swiss Army knife of financial planning. It’s versatile enough to not only provide basic protection to a young family, but also create a more efficient legacy for the ultra-wealthy.

No matter how you structure the product for your clients, it’s about one key thing: outcomes. You take your clients’ needs and goals, and then you create protection for the future – both the known and unknown.

Join us as we kick off our 2019 webinar series by reviewing some of our most successful outcomes of the past year. We’ll look at several real cases and the lessons you can apply with your own clients, including:

  • Protecting key employees
  • Performing a policy review on both large and small policies
  • Planning for long-term care expenses

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JAN
03

What We Learned from 2018 Policy Outcomes

No matter how you structure the product for your clients, it’s about one key thing: outcomes. Join us to review some of our most successful outcomes of the past year.


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