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Ash BrokerageAsh Brokerage is a full service, nationwide insurance brokerage agency. Contact: Steve Sangeorzan Contact: Jeff Hess |
LeadSync, LLCA Jan Byars PhD, of LeadSync, helps leaders leverage who they are mentally, emotionally and professionally into higher individual & organizational performance. LeadSync specializes in succession planning, providing a step-by-step approach to assess, plan and prepare for a leadership change. By approaching the succession plan in a systematic, strategic manner, both the existing leaders and the potential new leaders can feel confident as they shift the organization. Contact: Jan Byars, PhD _____________________________________________________________________________________ |
TD AMERITRADE InstitutionalTD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their firms more efficiently and effectively, while optimizing their time with clients. Contact: Mark Josefczyk |
Long Term Care Insurance Consulting & Sales
You are your clients best partner in helping them accumulate assets but are your clients protected from the high costs of extended custodial care? Whether its coming up at annual reviews or your clients are asking, long term care insurance is quickly becoming an area of concern for them as they think "retirement" planning. Do you know the difference between most group plans, partnership plans and traditional options? How does asset-based LTC fit into the picture? No matter what your LTC question, noted author Julie Hurst and her team can work with you & your clients to get the appropriate plan in place to protect your clients' family and their retirement assets. Don't worry about keeping up-to-date on rates and new plans allow your clients expert consultation. Endorsed with many groups, including the Indiana Members Credit Union. Individual, Groups & Executive Carve-out Long Term Care Insurance Protection. Contact: Julie Hurst Wealth Preservation Strategies, LLC
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