Your Playbook for a New Tax Environment

October 2021  |  40 minutes
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This webinar is for financial professionals only.

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From what’s going on in Washington, to how to use different strategies for complicated situations, get solutions and coaching from our Advanced Marketing team, including:

  • Updates from Washington — Get prepared for proposed tax changes and how the industry is responding to today’s environment
  • Advanced Planning Strategies:
    • Estate Planning in a New Tax Environment
    • Key Employee Retention Planning
    • Business Succession Planning
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About the Host

Sam Rocke leads the Protection division at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business as he assists by providing objective evaluations of new or existing coverage.

Matt Erpelding
Featured Speaker

Matt Erpedling has been with Ash since 2005, developing a broad-based understanding of life insurance and advanced markets strategies. His primary focus is answering advanced markets questions, working closely to develop strategies that tie in the proper product and design to fulfill client planning needs.