Ash News

Change is good!

Aside from what you see, we’ve made a major jump in technology that will let us grow with you.

This site is built for anyone: financial professionals, prospective clients, your aunt’s friend’s hairdresser – everyone who wants to discover the value of the solutions we offer. Take a look around ... you'll find educational videos and blogs, information about what we do, and most importantly, why we do it.

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Recent Videos


Retirement Tax Drag

Mike McGlothlin talks about taxation and retirement income - it's not what you earn, it's what you keep.


Annuity Awareness

Mike McGlothlin talks about the importance of annuities in retirement planning.


Longevity and Retirement

Mike McGlothlin talks about the longevity crisis we're facing and what you can do as financial planners to help.


Whiteboard Illustrations

These consumer-friendly concepts will help you think differently about the value of protecting yourself and your family.

View More Videos >>


Paper checks no longer issued after June 12

All commission payments will be made through EFT

Life Insurance - 05/30/2017

NAIC Introduces Service to Locate Lost Policies

New tool helps find a deceased person's lost life insurance policies and annuities

Industry - 12/07/2016

David Threm Featured in CIO Review

Check out the article: Digital Transformation: Start with Workflow

Industry - 10/14/2016


Blog Message

The 4 Key Advantages of HECMs in Income Planning

There are unique advantages to using housing wealth as part of the income planning process.

Blog Message

Why Now is the Time to Talk About Pension Risk Transfers

With changes in tax policy and asset performance, transferring pension risk from a corporate balance sheet to an insurer makes perfect sense today.

Blog Message

Raising Hammers, Funds and Awareness: Women Build 2017

As part of Habitat for Humanity's Women Build, more than 40 women from our team came together in a special way.



Tax-Efficient Planning for the Future

In financial planning, taxes are the enemy. You work hard to design tax-efficient solutions, but with every gain, Uncle Sam is right around the corner waiting for his cut.

Understanding Social Security

Dispel the misconceptions, dive into strategy and learn where it's heading. Get the answers you need around Social Security!