This is our commitment to you – to do all in our power to protect your wealth today and for decades to come, to maximize its growth within your boundaries of risk, to help provide you with the security and the assets you need to enjoy all the days of your life.
At Ashford Advisors, our people are our greatest asset. Our team prides itself on our highest level of integrity, an affinity for continuing education, and a strong desire to help our clients meet their financial goals and security. Our management team and our associates share a commitment to doing the right thing for our clients and constituents, knowing that people matter, while holding ourselves to the highest of standards.
These principles define the firm’s core values which include a philosophy of caring, building collaborative relationships, and being a concerned corporate citizen within the communities we serve. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, and on the communities in which they live.
We are proud to work with over 26,286 clients throughout the Southeast and the United States. Our impact as of December 31, 2017:
Helping clients build confidence and protect their assets
$12.2 Billion of Life Insurance Coverage in force
24,687 Life Insurance Policies in force
$78.5 Million of Income Protection in force
11,896 Income Protection (disability) policies in force
Providing flexibility to our clients and their families
$1.5 Billion of client policies and account values
$19.8 Million of dividends to whole life policyholders
Fulfilling Promises for our clients and their families
$22.9 Million Life Insurance benefits (claims) paid
$11.1 Million Disability benefits (claims) paid
$1.5 Billion Total Assets Administered
Note: All figures reflect policies and contracts of the primary servicing agency as of 12/31/2017.