What we learned from 2019 Policy Outcomes (and what you can learn, too)

  • 02/11/2020 11:00 AM - 11:30 AM Eastern

Presented by Sam Rocke

SVP, Protection, Ash Brokerage

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If 2019 showed us anything, it’s that insurance products can offer protection from lots of different types of risk. It’s so much more than just a safeguard against an unexpected death. And as the advisor, you have the ability to structure a plan that meets your clients’ needs and delivers the outcomes they are seeking.

So, what were some of the most successful outcomes in 2019? Join us to take a look at three different case studies, each one providing a solution to a different need.

    • Structuring a successful buy-sell agreement
    • Using idle assets to fund a linked benefit plan
    • Providing a legacy through a deferred annuity

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What we learned from 2019 Policy Outcomes (and what you can learn, too)

What were some of the most successful outcomes in 2019? We take a look at three different case studies, each one providing a solution to a different need.


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