Adam Warner

About Adam Warner

As Regional Vice President at Ash Brokerage, I have the opportunity to recruit high-end financial advisors whom with I share a passion for providing financial security for those families who, in good times and in times of despair, need it most.Ash Brokerage is committed to making an impact – in business and in lives. With a small company feel, yet big company capabilities, we maintain our focus on building relationships while simultaneously transforming the financial services industry with innovative insurance solutions. Our partners and their clients receive the personal, caring service they deserve, with the results they want and need.Securities offered through Integrity Capital, LLC.Testimonials and endorsements received from my Connections were not solicited and they did not receive any form of compensation.[The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.]

Experience

1. Regional Vice President

   Ash Brokerage

   Jun 2014 — Present

   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 life insurance, disability income and long-term care for financial advisors and planners in our Central Region (including: Indiana, Kentucky, West Virginia). 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 product agnostic, simply looking to find the best solution for clients in the Central region of the US (IN, KY and WV).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- Consultative Sales Expertise- Help build marketing campaigns- Available to speak to groups of clients / advisors- Break complex topics into easy to understand concepts

Education

• Ball State University

  Bachelor of Science, Finance

Skills

• Series 6
• Insurance
• Term Life Insurance
• Fixed Annuities
• Financial Planners
• Indexed Annuities
• Financial Advisory
• Disability Insurance
• Variable Annuities
• Financial Planning
• Whole Life
• Mutual Funds
• Long Term Care Insurance
• Estate Planning
• Life Insurance
• Retirement Planning
• Policy Analysis
• Long-Term Care
• Annuity Sales
• Underwriting