How We Do It

How We Do It

Earning trust

Above all else, trust is the foundation of a strong relationship.  Advisors are looking for a certain level of service and quality ... and you can be confident we’ll meet and exceed expectations.  That’s why we consider you a partner, not a client, delivering personal attention on every case.  

Our dedication stems from a deep-rooted culture of responsiveness, results and care. We’re ready to earn your trust. It’s what you deserve.

With a holiday weekend approaching, I was anxious I wouldn't get what I needed in order to deliver a policy on time to a very important client. My worries were quickly gone  – you went out of your way to ensure I had what I needed. This is absolutely stunning service!

Donovan S.
Chicago, Illinois

Building relationships

Advisors come to Ash because the experience is relational — not transactional.  We don’t sell a product or just process cases … we listen to concerns about your coverage, answer questions and provide effective solutions.  Our position in the marketplace allows us to be an influence broker with insurance companies, so we can be a bold advocate for you and your clients in order to achieve more favorable outcomes.

We’re known as the Practice Enhancement Company™ because we motivate our partners to reach the next level.  We simplify your practice and provide a single source of support, expertise, innovation and technology.

 Not a licensed advisor?

First and foremost, Ash is a business-to-business company.  If you're a consumer and you're reading this, we're excited that you're interested in the services we offer.  We encourage you to call us at (800) 589-3000 and we'd be happy to connect you with one of our trusted, licensed advisors — or just talk with you about how to financially protect your family, your legacy or your business.

Forming Relationships

Services for Advisors

 Advanced Markets is a team of sales specialists who collaborate with select producers on intricate cases involving sophisticated estate planning, tax concerns or other high-level concepts. 

 Young Advisors University is a professional organization for emerging members of the financial services industry, bringing the newest generation of advisors together for networking, recruiting and education.

 Summit Meetings — By invitation only, our semi-annual conferences are centered around building relationships, sharing fresh ideas and participating in passionate discussions.  

 Underwriting Advocacy gives you the leverage of an on-staff medical director, strong carrier relationships and a file build process that delivers apps in good order, providing clients with more favorable outcomes.

 Ash Plus provides our partners with back-office support at varying levels by taking applications, coordinating medical interviews and documentation, and providing advocacy through the underwriting process.  

 Online Contracting allows advisors to quickly and easily complete the contracting process with a single form, and the one-time data entry can be used to access multiple carriers.

 Point-of-Sale Expertise from your Ash team means you don't have to be an expert – you just need to meet with the client, then we can hop on the phone and help work through the complex details.

 Field Support gives you access to a national network of more than 30 regional VPs, representing more than 350 years of combined experience, who can be in your office for personal consultations. 

 Ash Life Audit brings clarity to existing policies through a consultative life insurance portfolio analysis that puts clients in a position to reaffirm, modify or adjust their coverage and demonstrates that you’re looking out for their best interests.

 Palladium Group is a collaborative service, providing an unbiased and consultative approach to insurance planning for fee-only Registered Investment Advisors and family offices.

 Creative Services develops collateral materials and sales tools created by specialists in graphic design, printing, social media, copywriting, videography and digital marketing.

 Consultative Case Design means we’ll dig deeper than the illustration to understand why the client needs coverage, and we’ll provide a range of potential solutions with marketing materials to back them up.