Take Cash Off the Sidelines
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How efficiently are you positioning your client’s assets?
See how to put idle assets into the game — without sacrificing lifestyle. When you're done, you'll be able to:
- Maximize idle assets, including positioning them to fund LTC
- Start a conversation with the right clients
- Apply product-based strategies to score a better return
Sam Rocke leads the advanced planning and RIA teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business by providing objective evaluations of insurance solutions.
Chad Eyrich is the LTC nerd. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He leads Ash's LTC sales team and travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.