Ash Brokerage Annuities

1. How Ash Brokerage
Helps Me to Help You
The economic environment is forever changing. As your financial advisor, it is essential that I collaborate with fellow
industry experts to ensure that I provide you with the very best products and solutions to meet your financial goals.
To assist me, I have a team of annuity professionals at Ash Brokerage that have been helping advisors like me for nearly
four decades. They specialize in fixed, indexed and immediate annuities. They know the market from the inside out, and
have established relationships with the industry’s top-rated annuity providers.
So, exactly how does Ash Brokerage help me to help you?
n Annuities can make a sound addition to a diversified plan at any stage in your life. Ash Brokerage’s team of
industry experts are committed to investigating, analyzing and identifying the products that are best suited to
secure your financial future.
n Ash Brokerage has access to over 35 annuity providers and a comprehensive portfolio of products. They are
not obligated to any particular provider, therefore they will provide us with an unbiased comparison of the top
products in the industry to meet your individual needs.
n Because Ash Brokerage only partners with the industry’s top-rated providers, you can rest assured that your
annuity will have the backing of a financially strong and reputable company.
n Ash Brokerage’s back office support assists me in completing new business applications to ensure accuracy,
timely processing and prompt placement of business.
n It is good to review your financial goals every few years. Ash Brokerage provides an annuity audit service, in
which they analyze your current annuity to determine if it is performing up to par with your financial goals. If Ash
Brokerage finds that an alternative product will provide a better solution, then they will provide you with a list of
options and recommendations to assist you in meeting financial goals.
n Not only does Ash Brokerage provide superb sales support, they also assist me in managing my book of
business. Ash Brokerage notifies me prior to your annuity maturing and makes product recommendations.
Ron Doerksen
Sustainable Finances
Life and Health Insurance
Financial Planning
O: (360) 306-5642
C: (360) 325-6486
F: (866) 573-1014
sustainablefinances@comcast.net SM-8353A | Rev. 06/11