Annuity Arbitrage: The Good. The Bad. The Not-So-Ugly.
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Sometimes, the interest-rate environment creates a truly can’t-miss opportunity to put the power of arbitrage to work with insurance products.
High annuity rates. Lower life premiums. We call it annuity arbitrage. It’s a strategy that can work at any time, but it’s especially attractive right now. Join Ash Brokerage’s CEO, Tim Ash, along with executive vice presidents Mike McGlothlin and Sam Rocke, to learn how to put it to work for your clients. You’ll leave understanding:
- Why you need to be talking about it now
- Benefits of the strategy, including who it works best for
- Common misconceptions and risks to avoid
- Why the numbers work — using recent case studies
- How to approach the topic with clients
It may be the most effective strategy we’ve seen in years. In just 30 minutes, you’ll know why we’ve had clients ask, “Can you do that for me?” Register now!
As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. Tim assumed leadership of the company in 1997. Since that time, the company has grown to become a trusted name in insurance brokerage. It expanded from 50 employees in one location to more than 400 employees in offices across the country.
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 the business line to 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 simple methodologies and proven models.