Adam Schaefer
- Role
- Regional Vice President at Ash Brokerage
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Adam Schaefer
As a Brokerage Manager at Modern Life, I help advisors meet their clients’ planning…
Experience
Regional Vice President
May 2014 — Present · Novi, MI, US
As a Regional Vice President at Ash Brokerage, my goal is to help advisors 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 planning solutions as well as life insurance, disability income and long-term care for financial advisors and planners. My approach is to focus on customization to make sure the design fits both the client\'s need and budget, which could include a variety of annuity products as well as term, whole life, universal life, and variable products for fully-underwritten, simplified and guaranteed issued insurance plans. In addition, I will find solutions using disability income and long-term care. 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. 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. We provide advisors with hands-on expertise as well as an unbiased and objective analysis of their clients’ insurance needs- Consultative Sales Expertise - Help build marketing campaigns - Available to speak to groups of clients / advisors - Break complex topics into easy to understand concepts
Education
Central Michigan University
Bachelor, Marketing/Business
2002 — 2005
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