Tax-Efficient Planning for the Future

In this webinar, Ash Brokerage CEO Tim Ash explains how life insurance can be a tax-efficient savings vehicle for your high income clients. And, how it’s efficient for your business, too – because your clients’ taxes come out of your assets under management. Plus, as Tim explained, life insurance is going to provide your clients with a death benefit. What will other instruments give them? A 1099.

For advisor/registered representative use only - not approved for use with or distribution to the general public. 

Originally recorded on July 17, 2017. Information is subject to change. Rates and products change frequently. Consult your Ash Brokerage team for the latest information prior to discussing any information in this webinar with your clients.

Product availability and features may vary by state. Important: Prior to soliciting business, be certain you are appropriately state licensed and appointed with the insurer and the product has been approved for sale by the insurer in that state. Registered Securities products may only be solicited by Registered Representatives. You must check with your Broker/Dealer to verify product approval and proper state registration. Securities offered through MerCap Securities LLC, Member SIPC. Ash Brokerage Corporation is not a subsidiary of nor controlled by MerCap Securities LLC.