Kegan Morris, Cfp®, Clu®, Chfc®, Ricp® Email & Phone Number

Fort Wayne, Indiana Area

As a Retirement Income Consultant at Ash Brokerage, my goal is to help advisors identify new sales opportunities, provide consultative & comprehensive annuity support services, and effectively help advisors grow their businesses. I am responsible for facilitating conversations around annuity planning solutions for financial advisors and planners in the Northeast area.My approach is to focus on customization and building relationships with advisors to help maximize the impact that Ash… Show more As a Retirement Income Consultant at Ash Brokerage, my goal is to help advisors identify new sales opportunities, provide consultative & comprehensive annuity support services, and effectively help advisors grow their businesses. I am responsible for facilitating conversations around annuity planning solutions for financial advisors and planners in the Northeast area.My approach is to focus on customization and building relationships with advisors to help maximize the impact that Ash Brokerage can have on their practice. I am committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions. I offer hands-on expertise, as well as, an unbiased and objective analysis of all annuity needs. I am completely product agnostic, simply looking to find the best solution for clients. My key roles are:I help all advisors involved in the planning process to have peace of mind and confidence in finding the right solution for their clients.I’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an impact on the lives of countless people, along with their families, businesses and communities. That’s why we remain focused on building deeper relationships and providing positive outcomes. That’s why you should work with Ash Brokerage. Show less

Fort Wayne, Indiana Area

As a Retirement Income Specialist at Ash Brokerage, I work directly with our external wholesalers and advisors to strategically manage the Pennsylvania territory by working to cultivate new relationships and increase sales opportunities for advisors and their practice. Additionally, we work to: * Promote, market and educate advisors on companies’ products and services using effective sales and marketing techniques. *Possess knowledge of all company products and creative ways… Show more As a Retirement Income Specialist at Ash Brokerage, I work directly with our external wholesalers and advisors to strategically manage the Pennsylvania territory by working to cultivate new relationships and increase sales opportunities for advisors and their practice. Additionally, we work to: * Promote, market and educate advisors on companies’ products and services using effective sales and marketing techniques. *Possess knowledge of all company products and creative ways to market these products for advisors using advanced marketing concepts. Provide advisors with product information, quotes and materials required to be licensed and/or write business. Understand in detail annuities, life insurance, long-term care, Medicaid and tax code relating to the industry. *Introduce advisors to our value-added programs and their benefits. Identify and maintain contact with potential and existing advisors. *Identify and maintain contact through follow-up on product quotes and materials sent to advisors. *Provide advisors with support and problem solving in all areas. Ash Brokerage’s team of more than 350 industry experts are committed to investigating, analyzing and comparing products and sales concepts to ensure the advisor has all the right solutions for their clients. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs. Show less

Fort Wayne, Indiana Area

As the Annuity Sales Manager, I led the annuity sales team in developing their goals and overall strategy.

Fort Wayne, Indiana Area

As a Senior Annuity Consultant at One Resource Group, I was responsible for providing consultative annuity experience and break the complexities of annuities down to easy-to-understand concepts.

Master Of Business Administration - Mba, Accounting Concentration

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Activities and Societies: Collegiate Football