Commonwealth partnered with Ash Brokerage to enhance the insurance marketing and operations functions available to our advisors. Ash Brokerage doesn’t just specialize in insurance; it approaches insurance with a passion that matches our own company culture, providing our advisors with untapped growth opportunities in offering protection products for their clients. I’m pleased to present the below post, brought to you by the specialists at Ash Brokerage, which discusses why now may be the right time to help your clients perform an insurance policy review.
As we all adjust to this “new normal,” many of your clients have likely begun to reflect on how they manage their lives and their finances. For some, job situations have changed. For others, priorities have shifted. And for many, their risk tolerance has evolved. Given all this, your clients may need an insurance policy review to ensure that their life insurance policies still align with their current goals.