Larry Kelly, Mba Email & Phone Number

As a Life Insurance Portfolio Analyst for Ash Brokerage, I find customized ways to impact and enhance the practices of those in the financial services profession.Every day it is a great joy to help those who are helping others find protection and security for their planning needs. 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. Let us unlock your potential … Let’s do business together![The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]

Listed skills include Life Insurance, Retirement Planning, Disability Insurance, Financial Advisory, and 13 others.

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  Life Insurance Portfolio Analyst

  Ash Brokerage

  Jan 2008 - Present - Fort Wayne, Indiana Area

  As a Life Insurance Portfolio Analyst at Ash Brokerage, I am responsible for facilitating conversations around life insurance and planning solutions to financial advisors and planners. Our approach is to focus on customization to make sure the design fits both the client's need and budget, which could include term, whole life, universal life, and variable products for fully-underwritten (however, I can assist with simplified and guaranteed issued plan questions).We also focus on building relationships with an advisor to help maximize the impact the Life Audit Department can have on their practice. Key responsibilities include:• Provide technical and marketing support of In-Force life insurance products including reviewing and breaking down in-force policy data and educate producer on in-force products.• Accurately create Life Audit output reports to deliver to producers.• Review and analyze in-force life insurance policies and be able to identify strengths and weaknesses of each policy and/or identify opportunities for improvement that are in the best interests of the client.• Break complex topics into easy to understand conceptsAsh 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. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs.