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Don’t Fumble Income Replacement

October 2021  |  43 minutes
2021-Fall-Advisor-Forum-Dont-Fumble-Income-Replacement

Clients need to protect their family and their paycheck. Make the handoff from term insurance opportunities to disability insurance with a smooth income replacement strategy, including:

  • Ash Instant Term: Learn how to get term insurance instantly, and to fit it into your client’s overall financial plan
  • Unique DI Solutions: There’s more to DI than just signing up for your group plan. Find the right balance for each client's unique situation
  • Putting It All Together: Strategies for placing “easy” term coverage, pivoting from easy term to DI, and resources to make DI easy
Sam-Rocke-Ash-Brokerage-Protection
About the Host
Sam Rocke SVP, Advanced Markets & Advisory Solutions
Ash Brokerage

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.

Tim Kukieza
Featured Speaker
Tim Kukieza VP, Disability Income
Ash Brokerage

Tim Kukieza leads our Disability Insurance team. He is passionate about the protection he helps to put in place. Tim knows coverage will dramatically and positively impact clients’ lives when they need it most.