Commonwealth Independent Advisor

Do Your Clients Need an Insurance Policy Review?

Posted by Ethan Young

September 2, 2020 at 11:00 AM

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.

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Topics: Risk Management

How to Talk About Disability Insurance with Your Female Clients

Posted by Ethan Young

October 29, 2019 at 10:00 AM

In 2018, 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 but approaches it 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, in which Meghan Cormany, DI sales development specialist at Ash Brokerage, talks about the importance of disability insurance, particularly for women.

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Topics: Risk Management

In the Maine Wilderness: What I Learned About Managing Business Risk

Posted by Bette Skandalis

September 18, 2019 at 1:30 PM

Threats to the success of a small business are ever-present. Yet many financial advisors haven’t developed an adequate plan for managing business risk. They find out the hard way, through personal experience, exactly why they need one. That’s what happened to me.

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Topics: Practice Management, Risk Management

Insurance Planning: The Business of Protecting Families

Posted by Ethan Young

August 14, 2019 at 1:30 PM

Ethan Young here, director, insurance and annuities, at Commonwealth. In 2018, Commonwealth established a partnership with Ash Brokerage to enhance the insurance marketing and operations functions available to our advisors. Ash Brokerage doesn’t just specialize in insurance but approaches it with a passion that matches our own company culture. It provides our advisors with untapped growth opportunities in offering protection products for their clients. We see this partnership as a way to bring the best of both organizations to the advisors who affiliate with us. Below, Steven Bressler, risk management consultant at Ash Brokerage, discusses the power of insurance planning and how to talk about it with your clients.

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Topics: Risk Management

10 Long-Term Care Questions to Ask Your Clients

Posted by Ethan Young

July 24, 2019 at 1:30 PM

When it comes to contemplating our own mortality, most people would prefer to continue whistling by the graveyard. And talking about the health issues we may endure if we live to a ripe old age? Not a pleasant topic of conversation either. Despite that, having these sorts of discussions with your clients is an absolute necessity. What if Jane falls and breaks a hip and can’t recover the way she used to? What if Elizabeth develops Alzheimer’s? What if Charlie lives to 100, but requires a nursing home or round-the-clock at-home care for the last 15 years of his life? One of your key roles as an advisor is to ensure that there's a plan in place to protect your clients' retirement savings from these potentially costly medical expenses.

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Topics: Risk Management

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