Kevin Wert
Retirement Income Consultant at Ash Brokerage
- Role
- Retirement Income Consultant at Ash Brokerage
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Kevin Wert
As a Retirement Income Consultant for Ash Brokerage, I find customized ways to impact and…
Experience
Retirement Income Consultant
Jun 2017 — Present · Cincinnati, KY, US
As a Retirement Income Consultant at Ash Brokerage, my goal is to help advisors in Ohio identify new sales opportunities, provide consultative & comprehensive insurance support services, and effectively help advisors grow their businesses. I am responsible for facilitating conversations around annuity and income planning solutions for financial advisors and planners. I\'m focused on 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 insurance needs. I am completely product agnostic, simply looking to find the best solution for clients. 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.
Education
Ohio University
BS
1994 — 1998
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