Matthew Clardy
Protection Case Consultant at Ash Brokerage | Fort Wayne, Indiana, United States
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Matthew Clardy serves as a Protection Case Consultant within Ash Technical Services at Ash Brokerage, where he leverages his extensive expertise in underwriting and retirement planning to support high-performing advisors in navigating the complexities of life insurance. In his role, Matthew acts as a concierge-level liaison between agents, brokers, and insurance carriers, ensuring a seamless application and issuance process for life insurance policies. His commitment to relationship building is evident in his collaborative approach, as he partners with advisors to evaluate their clients' unique insurance needs and develop tailored strategies that secure their financial futures.
Matthew's proficiency in various aspects of insurance, including accelerated benefits riders and long-term care training, allows him to provide comprehensive insights that empower advisors to present dynamic plans to their clients. He is particularly adept at utilizing tools like App Ease to streamline processes, enhancing the overall customer experience. His dedication to exceptional customer service and relationship marketing not only fosters trust but also drives successful outcomes for both advisors and their clients.
Currently, Matthew is involved in key projects that focus on enhancing the efficiency of the application process and expanding educational resources for advisors. By staying abreast of industry trends and innovations, he ensures that the advisors he supports are well-equipped to address the evolving needs of their clients. Matthew’s passion for helping others and his strategic mindset make him an invaluable asset to Ash Brokerage and the advisors he serves.
Protection Case Consultant at Ash Brokerage in January 2013 to Present
Long Term Care Marketing Specialist at Ash Brokerage in March 2008 to January 2012
Operations Manager/ Head of Marketing and Development at Champion Enterprise in January 2005 to March 2008
Senior Training Consultant at Waterfield Financial Group at Waterfield Mortgage in January 2001 to January 2005
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Indiana Institute of Technology, Bachelor of Science, October 1994 to October 1998
Johnsburg, October 1981 to October 1994
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Licensed Life & Health Insurance Agent
Long-term Care
Long Term Care Insurance
Life Insurance
Insurance
LTC Partnerships
Underwriting
Financial Advisory
Marketing
Retirement Planning
Building Relationships
Retirement
Strategic Financial Planning
Brokers
Financial Planners
Nursing Care
Riders
Disability Insurance
Team Building
Mortgage Lending
Asset Protection
Product Marketing
Long Term Care Training
LTCI
Linked Benefit LTC
Long Term Care Riders
Accelerated Benefits Riders
Hybrids
Thinking Outside The Box
Consultative Selling Style
Customization
App Ease
Cost of Care
Insurance Consulting
Relationship Marketing
Mortgage Underwriting
Home Health Care
One On One
Small Group Presentations
Term Life Insurance
Sales
Consultative Selling
Financial Planning
Relationship Building
Fixed Annuities
Health Insurance
Customer Service
Estate Planning
Financial Services
CLTC
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Discover more about Ash BrokerageWhat is Matthew Clardy email address?
Email Matthew Clardy at [email protected]. This email is the most updated Matthew Clardy's email found in 2026.
How to contact Matthew Clardy?
To contact Matthew Clardy send an email to [email protected]. (updated on August 27, 2024)
What company does Matthew Clardy work for?
Matthew Clardy works for Ash Brokerage
What is Matthew Clardy's role at Ash Brokerage?
Matthew Clardy is Protection Case Consultant
What is Matthew Clardy's Phone Number?
Matthew Clardy's phone (317) ***-*282
What industry does Matthew Clardy work in?
Matthew Clardy works in the Financial Services industry.
Matthew Clardy Email Addresses
Matthew Clardy Phone Numbers
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