President Of Palladium Group And Advisory Market Leader
CurrentAs President of Palladium Group and Advisory Market Leader at Ash Brokerage, we designed our business model with several basic premises at hand. Clients, their families and their businesses need certain protections for their lives and their livelihoods. On one hand, clients trust their advisors to bring important conversations to their planning table. On the other, advisors are entrusted with guarding the door - never letting bias or pressure inside. With these barriers to entry, clients' needs aren't always met and their families & businesses remain exposed. We exist to provide comprehensive insurance planning services to select professionals who regularly advise affluent clients. We serve as your true insurance partner - an unbiased consultant who provides expertise in the areas of life insurance, disability and long-term care planning. We also understand the confidentiality agreement between you and your client, and the fact that your client may be well-known in your community. That's why every relationship and every engagement is treated with white glove service. It's like going to the concierge at the Four Seasons - the conversation is all about the client with the concierge serving as a conduit to the client's ideal experience. Our model is about Honoring the Impact® of your professional relationships, and every layer of the insurance cycle by providing cutting edge research and design along with first-class implementation and administration for the insurance needs of an elite advisor's clients.
