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Chart Your Next Winning Season

November 2021  |  42 minutes

Everyone loves a win-win situation.

So we’ve created resources to mine your in-force data to generate leads and grow your business, all while better serving your existing clients. We show you the solutions that can:

  • Manage in-force life insurance and annuity contracts
  • Conduct an efficient policy review — even during the changing tax-environment
  • Leverage real success stories to create results for your clients
About the Host

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.

Featured Speakers
Todd Ruplinger
Bryan Haas
Advanced Case Design Team Lead
Ash Brokerage
Austin Ash
Advanced Markets Analyst
Ash Brokerage