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Life comes with questions. We bring answers.

When you need a team as competitive and caring as you are, we help find, understand and process insurance solutions to protect clients in every stage of life.

Whatever the question. Whatever the need. Ash Answers.

Preparing Clients for Medicare Annual Enrollment
September 2024
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Service. Support. Solutions.
We help your insurance business thrive

No matter what you call yourself – advisor, wealth manager, financial planner, RIA, CPA, retail banker or center of influence – we give all kinds of financial professionals the tools and, more importantly, the people to secure your client's future. Life insurance. Annuities. Long-term care. Disability insurance. Whether you're a seasoned pro or new to the insurance business, you'll find your fit here.


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Regardless of how you got here, we're glad you found us. Here's how to get started with Ash

Welcome Back

Your toolbox has grown quite a bit. Whether it's been a few months or a few years, you should explore what's new

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Insurance may not be your primary business — which is exactly why we help make insurance easy

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Hello, insurance rockstar. Connect with your team, find what you're looking for and manage your business

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Ash Skyline Plaza Ash Brokerage Building Fort Wayne Indiana Jim Ash Tim Ash Ash Brokerage
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Plan and Protect
Your go-to resource for insurance-based solutions

Protect and provide income for retirement, longevity, estate planning or life’s unexpected events.

We represent more than 80 top-rated insurance carriers, and as an independently owned brokerage firm, we'll help you discover new possibilities, innovate and grow.


Explore Solutions
Meet Ash
A promise of excellence

You're not just any advisor. Your clients work with you because you’re the best. At Ash, we’re committed to being the best too.

We’re more than just a brokerage general agency. We're people who come to work every day because we care — deeply. We’re your partner in success.


Discover Our Passion
Working With Ash
Solutions beyond a spreadsheet

Protecting your clients is about more than just showing them numbers. It’s about understanding their goals and taking care of their changing needs.

From your first call to walking you through the claims process, we’re here to build a relationship. See what it's like to work with Ash.


Increase Your Impact
Our History
Small company feel. Big company capabilities.

Working with your dedicated team, you might forget Ash is the largest privately held insurance BGA in the country.

For more than 50 years, we’ve used our scale to create wins for you and your clients. And we're continuing to grow our family with focus, vision and innovation.

Get to Know Our Story
Discover Ash Instant
Term insurance in less than 10 minutes

If your client needs term life insurance coverage, try the Ash Instant platform. A simple process. Competitive pricing. Get pricing, apply and get an underwriting decision in 10 minutes.

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DON'T MISS OUT
Upcoming webinars

Register for one of our upcoming live events. Our featured speakers will be available to answer your questions and help you put the ideas into action.

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Medicare Solutions
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Featured Speaker
Carly Rosswurm
Preparing Clients for Medicare Annual Enrollment
September 17, 2024 - 2 p.m. EDT

Medicare Annual Enrollment is right around the corner. Gear up with Ash! We'll arm you with answers to common questions and guide you through how to help clients get coverage – without having to be the Medicare expert.

Register Now
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Financial Industry
Featured Speakers
Kristi Bell, Maria Sarci, Kim Carpenter, Tim Ash, Carly Rosswurm, Nikki Parker, Alicia Cervantes, Curtis Cloke, CLTC®, LUTCF, Jenny Crabill, Chris Kratzert, Steve Ziarko, Karysa Swackenberg
She Impacts
September 30, 2024 - 2:30 p.m. EDT

When amazing women come together, there's no limit to what we can accomplish. Join us in Fort Wayne to connect with other women in the industry and learn innovative strategies that will help your business thrive.

Register Now
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Featured Case Study

Maximize your legacy by using a joint-and-survivor immediate annuity. See how one couple was able to turn a $250,000 value into a $462,298 tax-free benefit for their children and grandchildren.

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Sam Rocke
August 2024 • 2-min read
Read Case Study
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Life Insurance

From simple term transactions to complex cases, see how life insurance has evolved
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Retirement Solutions

Create more income, for a longer period of time, with fewer assets than ever before
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Long-Term Care

Make LTC planning intentional with new traditional and linked benefit solutions
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Disability Insurance

Protect your client's most valuable asset – their ability to earn a consistent paycheck

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Advanced Planning

Solutions for business-owner clients and wealth transfer strategies
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In-Force Vision
Easy In-force Policy Management

A better experience for managing your clients' in-force policies. With regular feeds from insurance carriers, you can be confident you are seeing the most up-to-date information and get policy changes such as a lapse or client death in a single dashboard. Access the Ash Advisor Portal to give it a try!

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EMPOWER YOUR IMPACT
Trending Content

We're an education company. You don’t earn success by staying where you are. It’s always time to grow, and we have ideas for how to do it.

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Advanced Planning
Annuity Arbitrage: The Good. The Bad. The Not-So-Ugly.
Sometimes, the interest-rate environment creates a can't-miss opportunity. This is one of those times. Learn how to put high annuity rates and lower life premiums to work for your clients with annuity arbitrage.
Sam Rocke, Tim Ash, Mike McGlothlin
September 2024 • 32 minutes
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Disability Insurance
Using Disability Insurance to Protect Your Client's 401(k)
Employees without disability insurance often pull from their 401(k) accounts to cover expenses in the event of an injury or illness. This can have a long-term effect on their retirement. This strategy can protect your client's retirement assets while overcoming disability insurance's most common objection – the cost.
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Brian Lauber
September 2024 • 1-min read
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Retirement Solutions
How an Annuity Audit Added Income and Reduced Fees
For clients who have older annuities they haven't looked at it years, an Annuity Audit could uncover products that better align with their needs. Here's an example of how one client switched to an FIA and increased her annual income by about $30,000, reduced her fees 52% and eliminated market risk.
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Jim Dobler
September 2024 • 1-min read
Cash-Value
Life Insurance
What is Cash Value Life Insurance
Lifelong coverage. Tax-deferred growth. The ability to borrow against the policy. Depending on your client's risk tolerance and financial goals, these could be achieved with a cash value life insurance policy. Find out how it works and the costs involved.
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Financial Industry
The Washington Update: Strategies for Financial Planners
Get a nonpartisan overview of the political environment and prospective legislation. From budget bills to tax timebombs, learn how the fiscal state of the country, including Social Security reform and upcoming tax reforms, can impact your business.
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Jeff-Bush-Washington-Update
Mike McGlothlin, Jeff Bush
August 2024 • 61 minutes
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Life Insurance
Guarantee Your Client a Return Above 7% For A Portion Of Their Money
Combining an annuity with life insurance allows clients to collect a guaranteed income in retirement while providing a tax-free benefit to heirs. Annuity arbitrage can create guaranteed cash flow and a return of principal with a high internal rate of return.
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Sam Rocke
August 2024 • 2-min read
Disability Insurance
Key Person Disability Insurance
For business owners, people are both their biggest asset and biggest risk. Key person disability insurance can be a strategic tool for cash flow and leverage — safeguarding their business in ways you might not have thought possible.
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2 minutes
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Financial Industry
Insurance Unscripted: DOL Fiduciary Rule
The DOL Fiduciary Rule was set to change the way financial professionals do business. Listen in as Marc Cadin, CEO of Finseca, and Mike McGlothlin break down what happens now.
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Mike McGlothlin, Marc Cadin
August 2024 • 42 minutes
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Life Insurance
How Annuity Arbitrage Can Beat The 4% Rule
Income. Longevity. A guaranteed return. All the conditions are aligned to allow your clients to leverage the price discrepancies between insurance products. Walk through this clever way to build a tax-efficient legacy with predictable lifetime income.
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3 minutes
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Life Insurance
Lock in a Guaranteed Rate Of Return with Annuity Arbitrage
By combining life insurance and the income from an annuity, you can create guaranteed cash flow and a guaranteed return of principal — with a guaranteed internal rate of return of over 7% at life expectancy. Watch to see how it works!
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3 minutes
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Life Insurance
Create a Tax-Efficient Legacy with Predictable Lifetime Retirement Income
Using annuity arbitrage, you can secure a powerful, tax-efficient strategy that provides a guaranteed retirement income stream. It all works by leveraging the price discrepancies between a fixed indexed annuity and a life insurance policy.
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Mike McGlothlin
August 2024 • 5-min read
Financial Industry
DOL Fiduciary Rule Put On Hold
The FACC, along with other smaller trade associations, has successfully filed an injunction against PTE 84-24, allowing independent agents to delay compliance until the final decision by the Fifth District Court. Find out what that means to you and what's next.
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3 minutes
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Preeminent client service

I would like very much to brag about my Ash team. They care as much about my business and my clients as I do, which is saying a lot. You continue to provide me with preeminent client service which helps me to serve and support my client base to grow my business.

Bruce Cooper Financial Advisor
Bruce Cooper
Agent, New York Life
A class act

The whole company is a class act — from receptionists to anyone who answers the phone in any specific department. Keep up the great work!

George Christopoulos Wealth Advisor
George T. Christopoulos
Wealth Advisor, 72 Financial