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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.

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December 2021
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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 Ash will 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.

Find a Contact
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
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Featured Case Study

"Ash Brokerage is the reason I am able to serve my high income clients with excellence."

Matt Erpelding
Matt Erpelding
June 2021 • 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 less 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 clients’ most valuable asset – their ability to earn a consistent paycheck
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Medicare Solutions

Supplement the medical, vision, dental and drug costs that Medicare won't cover
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.

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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Retirement Solutions
3 Easy Ways to Make the Year-End Call
It’s common for advisors to think their clients are too busy during the holiday season to want to hear from them, so they avoid calling until after the new year. But letting your clients know now that you are thinking about them can get them prepared to discuss their finances in January.
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Paul Kingsman
November 2021 • 2-min read
Federal-Tax-Proposals
Retirement Solutions
Federal Tax Proposals: Where Are We Now?
While details of the COVID relief, infrastructure improvement and economic recovery plan come into focus, tax implications of the plan have created new year-end planning opportunities. Learn what high-net-worth individuals and small business owners should monitor and which parts have been enacted.
Mike McGlothlin
Ryan-Miller
Mike McGlothlin, Ryan Miller
November 2021 • 58 minutes
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Long-Term Care
Take Cash Off the Sidelines
How efficiently are you positioning your client’s assets? See how to put idle assets into the game — without sacrificing lifestyle. When you're done, you'll be able to maximize idle assets, including positioning them to fund LTC and start a conversation with the right clients.
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Chad-Eyrich-Ash-Brokerage-LTC
Sam Rocke, Chad Eyrich
November 2021 • 46 minutes
2021-Fall-Advisor-Forum-Take-Cash-Off-The-Sidelines
Technology & Innovation
Chart Your Next Winning Season
Grow your business without having to get new clients! Ash Brokerage created several resources to help you mine in-force data to generate more opportunities. We'll show you solutions for managing in-force policies, conducting efficient policy reviews and creating results for your clients.
Sam Rocke, Todd Ruplinger, Bryan Haas, Austin Ash
November 2021 • 42 minutes
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Retirement Solutions
How To Get Paid in Retirement
One of your biggest jobs as a financial advisor is securing a retirement income stream for your clients and also giving them the confidence to use it.
John-Duchien-Ash-Brokerage-Retirement-Income-Consultant
John Duchien
November 2021 • 1-min read
2021-Fall-Advisor-Forum-Dont-Fumble-Income-Replacement
Life Insurance
Don’t Fumble Income Replacement
Clients need to protect their family and their paycheck. Make the handoff from term opportunities to disability insurance with a holistic income replacement strategy. Discover unique answers including Ash Instant life insurance, finding the right balance with DI and making coverage easy.
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Tim Kukieza
Sam Rocke, Tim Kukieza
October 2021 • 43 minutes
2021-Fall-Advisor-Forum-Your-Playbook-for-a-New-Tax-Environment
Life Insurance
Your Playbook for a New Tax Environment
Clients need to protect their family and their paycheck. Make the handoff from term opportunities to disability insurance with a holistic income replacement strategy. Discover unique answers including Ash Instant life insurance, finding the right balance with DI and making coverage easy.
Sam-Rocke-Ash-Brokerage-Protection
Matt Erpelding
Sam Rocke, Matt Erpelding
October 2021 • 40 minutes
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Technology & Innovation
A More Secure Ash Advisor Portal
As of Saturday, Dec. 4, Ash will enforce the use of TLS 1.2 across all our websites and will disable legacy encryption methods.
Tim Ringrose Ash Brokerage IT
Tim Ringrose
November 2021 • 0-min read
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Retirement Solutions
Give Your Clients Something New to Talk About
Certainly, annuities have some risks, such as the sales charges and then the risk of the carrier. But at the end of the day, there are substantial differences in rates of return for clients in today’s low-interest-rate environment.
Mike McGlothlin
Mike McGlothlin
November 2021 • 1-min read
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Practice Management
Vision for Victory
The difference between being an over-developed survivor or a developed achiever comes down to staying focused on your end goal. Remove mental clutter and develop a concrete process to reach your goals. Dr. Kevin Elko discusses the five steps that will help you create a vision for success.
Mike McGlothlin
Dr-Kevin-Elko-Mindset-Coach
Mike McGlothlin, Kevin Elko
October 2021 • 52 minutes
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Disability Insurance
Getting More From Multi-Life Disability Insurance
With three or more employees, business owners can qualify for big discounts on Disability Insurance —especially for female clients. And during open enrollment season, it's a perfect time to save clients on their premiums.
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3 minutes
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Life Insurance
Exciting Fixed Income Alternative
Instead of just putting safe money back in a CD, consider an alternative with instant underwriting, no surrender charges, tax-deferral and a tax-free death benefit. In addition, this life insurance product has upside potential. See how it works — and why it’s not too good to be true.
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2 minutes
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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
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