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Ash Brokerage's New Annuity Performance Review

In a pivotal move for financial advisors and their clients, Ash Brokerage LLC, a frontrunner in the insurance distribution landscape, recently launched their Annuity Performance Review. This innovative offering is designed to assist advisors in accurately assessing existing annuity products and ensuring that their clients' retirement plans remain optimal through various life changes.

The core philosophy of Ash Brokerage centers around the belief that retirement plans should not remain static. As individuals progress through different life stages, their financial goals and strategies often need to adapt. Recognizing this necessity, Ash's Annuity Performance Review aims to bridge gaps by empowering advisors to offer updated solutions that cater to evolving client needs.

Enhancing Client Confidence

Jim Dobler, the Director of Retirement Advanced Markets and Planning at Ash Brokerage, emphasized the importance of proactive review. He noted, "We've always advocated for advisors to look through their existing book of business to find new opportunities for clients." This approach not only places clients at the forefront but also encourages advisors to explore fresh offerings in the market that may yield better benefits.

The new Annuity Performance Review, which updates the previous Annuity Audit program, equips advisors with a simplified reporting tool. This makes it easier to communicate performance metrics regarding clients' annuity investments. Much like refinancing a mortgage when better rates are available, the Annuity Performance Review represents an opportunity for retirement portfolios to optimize their potential when market conditions change.

Unbiased Guidance for Retirement Planning

Tim Ash, CEO of Ash Brokerage, reaffirmed the commitment to prioritizing clients' best interests, stating, "Annuity Performance Review is about the best interest for the client — always." This impartial lens provided through the review process yields a report that instills confidence and clarity, assisting clients through their retirement journey. Whether clients choose to maintain their current course or transition to more advantageous products, Ash is devoted to achieving the best possible outcomes.

The Annuity Performance Review is cost-free for financial advisors, providing them with a resource that becomes integral to their ongoing client interactions. Advisors can easily initiate this service by connecting with their dedicated Ash Brokerage Retirement Income Consultant at (800) 589-3000.

Who Is Ash Brokerage?

Ash Brokerage stands out as a leading entity in the insurance sector, dedicated to ensuring that significant life milestones are appropriately insured. The firm operates under the Integrity Company umbrella and boasts a robust workforce of over 350 employees. Together, they are committed to assisting financial professionals in delivering lasting financial solutions for their clients, regardless of life stages. From life insurance and long-term care to disability insurance and Medicare, Ash Brokerage provides an array of services aimed at enriching lives and securing financial futures. Throughout its established history, the firm has touched nearly one million lives through its diverse product offerings. For further insights into Ash's services, visit www.ashbrokerage.com.