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Helping Clients Retire Securely

June 2019  |  33 minutes

This is it. If you’ve attended any other retirement solutions webinars, watched any of our videos or read our blog, you know that retirement planning is evolving. But it comes down to one simple idea: helping your clients retire securely. Mike McGlothlin and Tim Ash step on camera to discuss core philosophies that will shift the way you approach retirement planning conversations:

  • Focusing on solutions, not products
  • Providing a guaranteed income stream
  • Expanding, marketing and protecting your business

It’s transformed our business. It can transform yours.

Mike McGlothlin
About the Host

Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.

Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.

As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.

Featured Speaker

As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. Tim assumed leadership of the company in 1997. Since that time, the company has grown to become the largest independently owned insurance brokerage firm in the United States. It expanded from 50 employees in one location to more than 450 employees in offices across the country.