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IUL Roundtable Virtual Event

June 2020  |  47 minutes

Indexed solutions help your clients, now more than ever. The numbers speak for themselves. In a volatile market, clients may be looking for ways to protect their downside risk while taking advantage of stock market gains. Indexed universal life offers the perfect solution. You don’t need to be an expert on contract structure, but you should be able to construct a conversation that builds confidence. This virtual roundtable will help you do that, as industry experts to dive into how to position IUL, including:

  • Why indexing is an important strategy
  • Three relevant ways to introduce your client to IUL
  • Advanced planning solutions using IUL
  • Adopting COVID-resistant sales processes
  • Answers to your questions
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 Speaker

Joe Ross is responsible for driving sales results through the AIG sales team and its independent distribution partners. Additionally, he develops and delivers sales concepts and strategies that maximize productivity while improving core selling skills. He has more than 35 years of experience growing life insurance distribution in the broker-dealer and independent agent channels.

Featured Speaker

Charles Parrack is a managing partner at Bell & Associates, an Ash Brokerage company. Charles knows what it’s like sitting across the table with a prospect and what it takes to offer sound and creative planning strategies. His mission is to help others bring together their CPAs, attorneys and financial planners into a cohesive unit. He does this daily by making advanced planning easy to understand for advisors that often specialize in other fields.