You know insurance is important. But working it into your business takes time — if you even know where to start. You’re not familiar with the process and don’t want to come across as uninformed.
We’ve got you covered. We’ll help you learn how to identify the right opportunities. Start conversations. Guide your client to the right product based on their goals. Make everything go smoothly when they want to proceed with a solution.
Work with us and you'll instantly carry insurance credibility.
You're looking for a new BGA to process your business. And your first question is, “What makes Ash different?” We’re glad you asked.
We don't just process cases. We help businesses grow and adapt to today's planning environment. We're here to do the hard work through dedicated service, industry-leading technology and an obsession with excellence.
If you’re passionate about protecting your clients, impacting lives and growing your business, we should talk.
Client meetings go by too fast. So while you want to talk about insurance protection and guaranteed income, it always gets tabled until next time.
We provide a partnership that can make insurance a natural next step — not another topic to bring up. With our educational library, caring team and unmatched technology, insurance can be a core part of your planning process.
Let's see what we can do together.
If you're looking for a better way to offer insurance solutions, try us out and see what we can do. We're confident we'll be a good fit. We've built our business based on people committed to:
In an increasinglyly commoditized industry, we care for your business and clients as if they were our own.
Every client’s story has unique factors. We’ll help you seek the positive and position a story for the best outcome.
Your business is based on trust. So is ours. We don’t meddle with what you do well – we help you amplify it with more solutions.
As an independently owned company, we're never satisfied with "good enough." We're giving the industry a reputation overhaul.
We’re ready. You’re ready. Let’s skip the long quote request form and design something to fit your client’s custom needs.
It’s become a cliché to say that our people make the difference (even though they do). Instead of telling you, let us show you how Ash answers. Our team offers that personalized touch — engaging on your terms so you can get clients the solutions they need.
Get the expertise to scale up your business. From policy review and client seminars, to practice management and lead generation, we provide resources to help you make stronger connections.
Your team took time to provide in-depth, step-by-step directions that were perfect and precise. You could have easily pointed me to the first step, and left it at that. Instead, you took the time to go above and beyond for something routine to you, but vital to me as I am newly appointed with Ash.
As an independent advisor, these people are integral to my practice. You are always available with answers to my questions and to help me with illustrations to fit my clients' needs. You ask the kind of questions to lead me to find the right solutions.
These are the most amazing people to work with! They mean the world to me. They each go above and beyond to help me be successful and help my clients attain their financial goals.
Who you choose to partner with is a big decision. Find out more by checking out our Advisor Portal or connecting with our team.
Here are some resources that can help you start the conversation, dive deeper into a product line or see exactly what Ash has to keep your business moving forward.
Long-term care planning is changing. Aging and longevity create unique challenges that extend beyond income and assets. Take the first step to explain how LTC can be made simple. This guide walks through talking points covering common client concerns and how to position solutions.
A permanent life insurance policy could be one of the most valuable assets your clients own. You can be confident their policy is performing to its full potential with the comprehensive Ash Life Audit. This guide details everything you and your clients need to know to get started.
A lot can change in a few years – the market, your clients’ goals and their financial needs. Our Ash Annuity Audit provides a third-party annuity contract review and analysis to help you build trust and deepen relationships. See how it works and the opportunities it can uncover.
This comprehensive, educational resource covers the basics of life insurance and more. After discussing the need, purpose and types of life insurance, you'll learn about the application and underwriting process, as well as policy customizations, loans, taxation and more.
Disability insurance works for your clients when they can’t. It keeps their families in their home, children going to school and future plans in motion. This guide walks you through the need for DI, how to identify clients, key questions to ask to start the conversation and next steps.
Many business owners haven’t adequately protected themselves or planned for their financial future because they are focusing solely on their businesses. 60% have not met with a financial advisor. We can help you guide clients through starting, maintaining and exiting a business.
Taxes get complicated. Retirement plans. Medicare. Social security. Estate and gift taxes. Health savings rates. Tax rate schedules. Milage rates. This tax reference guide contains all the information you need to keep at your fingertips while planning with your clients.
Nobody likes filling out a 50-page term insurance application. And now you don’t have to. Ash Term Express takes the paperless, digital experience a step further. Everything you need to write a term life application is in one place, regardless of which carrier you chose.
Premium Finance doesn’t have to be complicated. In its simplest form, it is simply leveraging “other people’s money” to enhance a person’s life insurance objectives. This guide will help you reduce out-of-pocket costs to achieve a given death benefit or enhance retirement income.
Eliminate uncertainty. Achieve fairness. See how an estate equalization strategy with life insurance helped a high-net-worth couple split their estate equally between the kids.
As onboarding specialists, we're here to guide you through opportunities, connect you with your dedicated team and make sure you hit the ground running. Give us a call or schedule an appointment!