Steven Gates Email & Phone Number

As a senior advanced markets consultant at Ash Brokerage, I have the privilege of supporting advisors who serve high net worth clients and business owners.At its core, Ash Brokerage is about Honoring the Impact® in the lives of the financial professionals who choose to partner with us – we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways … Simply put, we make a difference in the lives of people. Ash is uniquely different … we represent a lot of insurance companies and their products, but that’s not what distinguishes us from other distributors; our people and our culture do. We are driven & focused on helping our advisors get to that next level in their professional lives or bring the passion back into their businesses. Ash believes in thinking differently … we have cultivated a culture of challenging ourselves for continuous improvement. It’s not enough to want better quality and greater efficiencies; we look beyond the routine to identify new and different approaches. We believe in innovation, process improvement and transformational leadership. We’re The Practice Enhancement Company … we do this by enhancing our advisors’ professional credibility and complement their business models, empowering them to unlock business in areas where they are struggling. With a national presence, Ash Brokerage’s team of more than 300 industry experts is committed to investigating, analyzing and comparing products and sales concepts. This unprecedented level of care with hands-on experience ensures advisors receive the right solutions for their clients as well as an unbiased and objective analysis of their clients’ insurance needs. Let us unlock your potential … Let’s do business together!

Listed skills include Insurance, Estate Planning, Life Insurance, Business Planning, and 31 others.

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  Senior Advanced Markets Consultant

  Ash Brokerage

  Jan 2000 - Present - Fort Wayne, Indiana Area

  I provide advanced marketing services to a select group of Ash Brokerage producers representing a significant fraction of the company's total life insurance production. Services include creating customized presentation material suitable for HNW and UHNW clients and their advisors, conceptual analysis, case design, review of planning documents, and tax / legal research.I also write articles, analyze planning strategies on behalf of producers, and - on occasion - help educate clients about the risks involved with whatever abusive scheme they've just been pitched. My skills with Excel often play a big role in being able to deliver to a producer just the work product needed to resonate with the particular client or center of influence being cultivated that day. Those skills have also been key to reverse-engineering a competitor's proposal in order to expose flawed assumptions and/or craft a better plan design.Ash Brokerage’s team of more than 300 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs.