Retirement Solutions for Business Owner Clients

Give Your Business (And Theirs) An Extra Lift

It's easy for clients to develop tunnel vision while building a business. By focusing on the business needs of right now, many business owners have failed to prepare for the needs for the future — both individual and corporate. And that’s where you come in. With Ash's Business Owners Solutions platform, you can provide the principals with services beyond traditional retirement income planning. Watch to uncover new opportunities, including:

• Finding cost-effective ways to manage Worker’s Compensation risk
• De-risking a pension portfolio through a variety of techniques
• Delivering tax-deferred installment income on the proceeds of closely held business sales

You'll walk away with the knowledge to tap into new markets and easily find new clients.