Details
March 11, 2025
7:45AM - 9:15AM EST
FPA Central Ohio Presents: Leveraged Life Insurance - Strategies, Pitfalls & Alternatives
Fawcett Center
Tuesday, March 11, 2025
7:45-9:15am
presented by
Austin Ash, Ash Brokerage
Jeff Hess, Palladium Group
About the program: Permanent life insurance can be a great tool as a way to leverage smaller dollars (premiums) to provide larger dollars (death benefit / cash value). Unfortunately, these insurance products have been positioned incorrectly to the detriment of consumers. Our goal is to highlight why & how life insurance can be leveraged, when done appropriately. We will also discuss how and where clients are being pitched these ideas and, as an advisor, what to look out for. We'll close with a discussion on how these strategies should be utilized, for which clients and how they should be structured.
About the speakers:
Austin Ash: Austin is the Director of Advisory & Strategic Partnerships at Ash Brokerage, working primarily with fee-only RIAs to implement insurance strategies for their clients. His focus & expertise are within servicing the (U)HNW space for complex and advanced insurance needs. He co-leads Ash Brokerage’s Chicago office.
Before joining Ash, Austin graduated from Northwestern University with degrees in Economics and Psychology. After graduating, he was an investment banking analyst in Piper Sandler’s Consumer Group, assisting in M&A transactions, financial modeling, valuation, and other transaction related workflows.
Jeff Hess: With more than 20 years’ experience in the financial services industry, Jeff provides unique, independent services that raise the bar among insurance professionals. In his role as an RIA Consultant at Palladium Group, Jeff spends most of his time working in the HNW and UHNW space. He partners with RIAs, family offices and other fee-only advisors for consultation, expert analysis, and implementation and management of insurance-based financial solutions. Jeff’s goal is to change the experience of obtaining insurance – to make the process personal and enjoyable for advisors and their clients. Excellence, trust and collaboration are the foundation of his work.
Jeff attended Ball State University, where he graduated with a bachelor’s degree in finance from the Miller College of Business. Jeff lives in Carmel, Indiana, with his wife, Lindsey, and their five children. Jeff and his family are actively involved in their church community, where they spend much of their time participating in youth ministry events. In his free time, Jeff coaches baseball and competes in long-distance races and triathlons.
REGISTER HERE
Date/Time: Tuesday, March 11, 2025, 7:45-9:15am
7:45am - Registration and Breakfast
8:00am - Announcements and Program
Location: The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Free parking is available on the paved lot outside of the Fawcett center and a parking pass is required.
Parking Pass instructions will be provided ahead of the event.
Continuing Education:
FPA COH will apply for one hour of CFP credit and one hour of Ohio Insurance CE. Please arrive on time to ensure that you can sign in for CE credits.
Event Cost:
FPA Members - $35
Student Members - No charge
Season Pass Holders - No charge
Non-members/Guests* - $55
Student Non-members** - $30
Guest and Student cost notes:
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $55.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $30. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a complimentary registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
Registration and Cancellation
Please register by 12:00pm/noon on March 10. We cannot guarantee availability after that date.
Cancellations accepted up until NOON on March 10, after that no refunds or credits will be given.
