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Your Playbook for a New Tax Environment

October 2021  |  40 minutes
2021-Fall-Advisor-Forum-Your-Playbook-for-a-New-Tax-Environment

From what’s going on in Washington, to how to use different strategies for complicated situations, get solutions and coaching from our Advanced Marketing team, including:

  • Updates from Washington — Get prepared for proposed tax changes and how the industry is responding to today’s environment
  • Advanced Planning Strategies:
    • Estate Planning in a New Tax Environment
    • Key Employee Retention Planning
    • Business Succession Planning
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.

Matt Erpelding
Featured Speaker
Matt Erpelding Advanced Markets Lead
Ash Brokerage.

Matt Erpedling has been with Ash since 2005, developing a broad-based understanding of life insurance and advanced markets strategies. His primary focus is answering advanced markets questions, working closely to develop strategies that tie in the proper product and design to fulfill client planning needs.