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Pension Risk Transfer: How You Can Keep a Steady Stream of Clients

November 2018  |  60 minutes

Across the country, advisors are telling us they’d love to find a steady stream of clients. Well, more than $3 trillion in pension assets are ready to move to either insurance carriers or employees in the next two decades. So, with the right approach, pension risk transfer can provide sustainable growth for any financial services firm.

Join us for a powerful webinar featuring Pension Risk Transfers in today’s financial world. Learn how you can:

  • Find qualified leads that are ready to take your call
  • Gain access to hundreds of employees on a favorable basis
  • Grow your institutional or individual assets under management
  • Provide a secure retirement to Americans who have lost a source of guaranteed income

You don’t have to be an expert to offer pension risk transfer solutions. Wath to learn how your Ash Brokerage partnership can open up a new market ripe with opportunity.

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

Steve has a passion for helping design and execute cost-effective pension risk transfer strategies for frozen defined benefit plans. With more than 30 years of financial services experience in national and regional capacities, he also delivers comprehensive settlement plan solutions for personal injury, medical malpractice, workers' compensation and other structured case situations, including attorney fees and installment sales.

Featured Speaker