Exceptional | Educational | Exclusive

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A Truly Unique Experience

Ash Brokerage Summits are unlike any other industry event you’ve attended. We bring together our best advisors, carrier partners and team members to share inspiration, knowledge and passion for insurance. Each Summit features:

  • An intimate setting that allows for personal attention and focus
  • Engaging sessions with industry leaders and motivational speakers 
  • Thought-provoking, interactive discussions on industry trends and opportunities
  • Practical sales concepts you can use to grow your business
  • Interaction with Ash Brokerage executives and team leaders 
  • Chances to connect, reconnect or grow your network of colleagues

 Don't Miss Your Chance!

In order to maintain the exclusivity of this event and provide attendees with the personal attention they deserve, invitations are limited to select advisors and awarded at the discretion of the Ash Brokerage executive team. To qualify for a potential invitation:

2016 Fall Summit: Sept. 28-30

Top 150 advisors who generate a minimum of $75,000 in paid production credit for protection products between June 1, 2015, and May 31, 2016

2017 Spring Summit: Feb 21-24

Top 150 advisors who generate a minimum of $125,000 in paid production credit for protection products between Dec. 1, 2015, and Nov. 30, 2016

Production Guidelines

Paid production credit is calculated by:

  • 100% life target
  • 4% life excess
  • 100% long-term care
  • 10% linked benefit
  • 100% disability income

Additionally, you must:

  • Write business on at least six lives in all product lines combined
  • Have no restrictions from an institutional or broker dealer relationship
  • Be in good standing with Ash Brokerage and the insurance carriers we represent

If you have questions regarding your current production credits, contact and we'll get back to you within one business day.

About the Summit

We take pride in creating an experience that is exceptional, educational and exclusive, and we offer the opportunity twice a year.

February’s Spring Summit is always in Naples, Florida, while September’s Fall Summit is hosted in various cities.


Email or contact one of the Summit coordinators:

Kristen Farrell
(260) 478-0762

Barb Raymond
(260) 434-9769

Kay Mitchell
(260) 478-0740



Sample Presentations