Discover what’s working and trending across financial services and insurance. Combining industry expertise, insurance carrier relationships and vision for the future, our blog will help you stay informed – before meeting with your clients. Read it. Discuss it. Stay up-to-date. And if you have questions on any of the topics, we’re here to answer.

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Retirement Solutions
Leaving a Legacy Without Medical Underwriting
Incorporating annuities into your client's retirement plan ensures financial security and paves the way for a lasting legacy – all without the hassle of medical underwriting. Uncover more benefits and unlock the full potential of annuities.
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Brendon Kelly
February 2024 • 2-min read
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Life Insurance
Solutions for Every Stage of Life
As a financial planner, you set yourself apart by being there for all your clients' financial needs. But when those needs call for insurance, it can be intimidating to know what to suggest. Well, good news! The holistic planning resources you need are just a click away.
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Sam Rocke
September 2023 • 3-min read
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Retirement Solutions
How to Become a Counselor for Your Clients
There's a big difference between completing a transaction and offering counsel. The latter is what gives you value. And transitioning into that counselor role isn't as challenging as you may think. It's all about asking the right question
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Jim Dobler
July 2023 • 5-min read
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Retirement Solutions
How Running a Half Marathon Changed the Way I Plan for Retirement
What does running a half marathon have to do with retirement planning? More than you think. Both require a lot preparation. And, by putting in the work, time, effort and energy, you can get to the finish line faster than you thought.
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Mike McGlothlin
June 2023 • 6-min read
Blog: Social Security - Everything You need to Know
Retirement Solutions
Social Security: Everything You Need to Know (and why it should matter to you)
Few advisors truly understand and implement Social Security planning into their practices. But the knowledge they can provide can make a big difference in a client's overall retirement success. So, it's important to get the facts and learn how you can start having discussions around Social Security with your clients.
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Mike McGlothlin
April 2023 • 7-min read
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Retirement Solutions
How 2022 Changed Annuities – And How We Should Respond
2022 is a year that will be remembered in the annuity industry. With the unprecedented rise in interest rates, our industry saw incredible growth. And the new year gives us the opportunity to reflect, look toward the future and create change.
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Mike McGlothlin
January 2023 • 5-min read
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Retirement Solutions
Conquer the Efficient Frontier for Income Planning
There’s an efficient frontier for creating protected income in retirement. But it doesn’t require any additional assets from the client. We call it the Income Alpha strategy. And it can help you maximize return, minimize risk and transform your business.
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Mike McGlothlin
June 2022 • 5-min read
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Retirement Solutions
What’s the best way to prospect for new clients? Focus on keeping it simple.
Prospecting isn't always easy, but that doesn't mean it can't be simple. Focus on developing a solid referral track, using today’s technology tools and establishing automated, repeatable processed to nurture client relationships and enhance your reach.
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Mike McGlothlin
May 2022 • 4-min read
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Retirement Solutions
Everything You Need to Know about Social Security Planning
From recruiting new clients to adding value for existing clients, Social Security planning is an important part of retirement income planning. But it is also one of the most understood tools in a retirement portfolio.
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Randy Kitzmiller
April 2022 • 8-min read
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Retirement Solutions
Is Your Head Spinning Too?
When dealing with the unexpected, it can be hard to get clients to feel comfortable enough to act. So, instead of hoping that things settle down, focus on reassuring your clients. Walk them through the volatility to a strong retirement. There are many ways to do this. Here are a few to get you started.
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Mike McGlothlin
March 2022 • 2-min read
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Retirement Solutions
Give the Gift of Choice
The key is to effectively involve your client in the decision-making process by supplying and presenting enough options to give them a voice. But not so many that they are overwhelmed.
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Nick Bond
December 2021 • 2-min read
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Retirement Solutions
Popular Tool: Ash Annuity Audit
If you have clients with older annuities and you think it’s time for a review, let us know. Together with just a fact finder and an annuity statement we’ll be able to help your clients feel confident in their retirement.
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Mike McGlothlin
September 2021 • 2-min read