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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.

Go All-In on Social Security Planning
March 2023
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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.


I'm New Here

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

Find Opportunities

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

Let's Get to Work

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

Not sure who to call? No problem.

We'll help you find some friendly faces who can answer your questions or get you to someone who can.

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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.

WBN-2023-03-09
Retirement Solutions
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Featured Speakers
Mike McGlothlin, Jim Dobler
Create a New Revenue Stream with No Prospecting
March 9, 2023 - 11 a.m. EST

We'll take you through recent case studies to show you what makes our Annuity Audit process different. You'll walk away ready to choose Ash to help you start a new dialog, add credibility and impact your bottom line.

Register Now
WBN-2023-03-30-RET-Go-All-In-On-SS-Planning
Retirement Solutions
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Featured Speaker
Thomas Drapala
Go All-In on Social Security Planning
March 30, 2023 - 11 a.m. EDT

We've seen many advisors use the Registered Social Security Analysts program to fully integrate Social Security planning into their practice. Now it's your turn! Learn how to leverage misunderstood reductions and credits, bridge the basics with advanced planning and build referrals.

Register Now
Mike and Lisa
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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Brendon Kelly
March 2022 • 1-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
Ash In force Vision Dashboard for Policy Management
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.

BLOG-Employee Retention Strategies - Employer Funded Deferred Compensation
Advanced Planning
Employee Retention Strategies: Employer Funded Deferred Compensation
Employer funded deferred compensation has more moving parts than the two previous strategies in this employee retention series, and it may involve a bit more effort and a few out-of-pocket expenses. However, it is also one of the most effective strategies a business owner can use to keep exceptionally talented employees from looking elsewhere.
Matt Erpelding
Matt Erpelding
March 2023 • 4-min read
WBN-2023-03-09
Retirement Solutions
Create a New Revenue Stream with No Prospecting
We'll take you through recent case studies to show you what makes our Annuity Audit process different. You'll walk away ready to choose Ash to help you start a new dialog, add credibility and impact your bottom line.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Jim-Dobler-Ash-Brokerage-Retirement-Advanced-Planning
Mike McGlothlin, Jim Dobler
March 2023 • 32 minutes
Employee Retention Strategies: Endorsement Split Dollar Arrangement
Advanced Planning
Employee Retention Strategies: Endorsement Split Dollar Arrangement
Provide unique fringe benefits for key employees with an endorsement split dollar arrangement. As one of several advantages, the employer will own a life insurance policy on the employee, and the employee is encouraged to name the beneficiary on some or all of the death benefit.
Matt Erpelding
Matt Erpelding
March 2023 • 4-min read
How-To-Master-Beneft-Restoration-Planning-Advanced-Life-Insurance_cover
Advanced Planning
How to Master Benefit Restoration Planning
Implement restoration planning with your business-owner clients! This 201-level session will walk you through how to target the right clients, position an opportunity and avoid common sale mistakes so you can be prepared to start offering this important solution.
Matt Erpelding
Jack-Leavy-Principal-Advanced-Planning
Matt Erpelding, Jack Leavy
February 2023 • 26 minutes
3-Term-Time-Savers-Your-Clients-Wish-You-Knew
Life Insurance
3 Term Time-Savers Your Clients Wish You Knew
With improved underwriting pre-screening and product enhancements, instant decision has changed the way your clients can get term insurance coverage. We'll highlight the best carriers and outline the ideal client profile, so your clients can get coverage on the spot.
Sam-Rocke-SVP-Advanced-Markets-Ash-Brokerage
Sam Rocke
February 2023 • 21 minutes
BLOG-3 Effective Key Employee Retention Strategies - Executive Bonus Banner
Advanced Planning
Employee Retention Strategies: Executive Bonus with Added Restrictions
With a restricted endorsement bonus arrangement, or REBA, business owners can help key employees build long-term financial security while retaining top talent. This simple REBA life insurance strategy can also help attract the best employees in today's competitive job market.
Matt Erpelding
Matt Erpelding
February 2023 • 3-min read
Ash-Instant-Term-Insurance-Enancements
Life Insurance
New Enhancements to Leading Instant Decision Term Product
Ash Instant, a hassle-free, no-medical, instant decision term life insurance product now offers a conversion option and a better user experience.
Nikki-Parker-Ash-Brokerage-Chief-of-Staff
Nikki Parker
February 2023 • 1-min read
Life Insurance
Enhancements to Ash Instant Term
Ash Instant, an industry-leading instant decision term product, is now even better. We’ve added enhanced underwriting screening to push the likelihood of an instant decision to almost 80%. And, with our contracting process and a conversion option, you have more opportunities.
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2 minutes
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Kevin Quinn Partners with Ash Brokerage Disability Income SEO
Disability Insurance
New Partnership Drives Income Protection
Kevin Quinn joins the Ash team as a Disability Income Consultant, bringing more than 30 years of outcome-based support for income protection needs.
Brian-Lauber-SVP-Disability-Insurance-Ash-Brokerage
Brian Lauber
February 2023 • 1-min read
3 Effective Key Employee Retention Strategies: A Series
Advanced Planning
3 Effective Key Employee Retention Strategies: A Series
Discover three strategies business owners can use to reward and retain their most valuable employees, including the characteristics of a good retention plan as well as the factors that may cause an employer to prefer one type of plan over another.
Matt Erpelding
Matt Erpelding
February 2023 • 1-min read
The Actual Cost of LTC and How To Fund It
Long-Term Care
Avoiding the Sticker Shock of Long-Term Care Insurance
By quoting the correct long-term care cost for your client's lifestyle, and splitting payments over 10 years, you can reduce the risk exposure of LTC at an affordable price. Keep the conversation going with this 50-10 hedge strategy.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
January 2023 • 3-min read
Ready-Set-Go-for-2022
Working With Ash
Ready, Set, Go with Ash Brokerage
Too often, we get told "I didn't know you did that" — even from some of our top partners. And with all the resources we've launched, it's easy to have missed something that can help your business grow. Here's a quick look at Ash's best-kept-secret tools and services.
Tim Ash, Mike McGlothlin, Bryan Langdon, Randy Kitzmiller, Carly Rosswurm, Jonathan Knowles, Brian Lauber, George Wilkins, Matt Erpelding, Sam Rocke, Austin Ash, Thomas Losher, Thad Smith, Haley Chaires, Kristin Snyder, Jason O’Barr, Jim Dobler, Kim Carpenter
January 2023 • 31 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
Registered Representative, New York Life
Always exceptional

Always super prompt. Always helpful. Always exceptionally speedy answering my questions and lending me any support I need.

Tim Carlson Financial Advisor
Timothy M. Carlson
Financial Advisor, WESTconsin Investment Advisors