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Specialists & AlliancesAt Ashford Advisors, we take a collaborative approach towards managing our clients’ financial world. To that end, we have developed in-house specialists in various areas of the financial services are and have formed powerful alliances with other advisors. SPECIALISTS Disability Income and Long Term Care Specialists – provides comprehensive disability income support, including illustration design, presentation assistance and underwriting expertise. Employee Benefits – provides a one stop process for comprehensive group life, health, disability and retirement plans. We design, implement and service all of these corporate benefit programs. Wealth Accumulation Specialist – provides in-house education and client consultation to assist in the creation of effective wealth building strategies. Property & Casualty Specialist – provides in-house education to our associates and client consultation to make sure their protection needs are being met ALLIANCES Creating a strategic alliance with other professionals can leverage your practice significantly by effectively opening doors, building trust, and creating new business opportunities for you as a financial representative. To build a strategic alliance that is synergistic and mutually beneficial, you must focus on being perceived as a partner, helping the other, such as CPA, attorney or insurance professional, to be hugely successful as they bring substantial value to you. Bank Alliance Program – an organized effort to define key marketing strategies, policies and initiatives that will help agents and agencies connect with regional banks. CPA Alliance Program – an opportunity for you to develop relationships with CPAs in order to provide your clients with timely, relevant information concerning taxes and how taxes impact the total financial picture Attorney Strategic Alliance Program – an effort to help you build relationships with attorneys as a resource for you and your clients |
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