Trust is our business. Thank you for trusting us with providing solutions for your clients. But we aren’t satisfied with good enough. We want to help you do more. Protect more clients. Earn more income. Offer more solutions. Our educational resources will help you find new opportunities to start a conversation. Explore on your own or check out a few sections that might just be exactly what you’re looking for.
Clients looking for retirement income also need a plan for long-term care. Those seeking term protection should consider disability insurance. See what's new in life, annuities, LTC and DI — and make sure your clients are covered no matter what happens.
Take on more clients with better strategies. Look ahead to your next opportunity with policy review, practice management, client seminars and lead generation.
Imagine what you could get done if you weren’t spending all your time on outdated systems. Free up your time to focus on making meaningful connections.
Always super prompt. Always helpful. Always exceptionally speedy answering my questions and lending me any support I need.
You went above and beyond. After receiving the quotes that I requested, I responded back via email with questions and the case designer called me to explain. She was on the phone with me for a while as I continued to ask questions and did a great job explaining the benefits. I am looking forward to selling more policies with the Ash team!
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.
Who you choose to partner with is a big decision. Find out more by checking out our Advisor Portal or connecting with our team.
For clients with assets that are not generating key income, a great conversation starter is "What is your goal for this money?" If the discussion follows the path we commonly see, a few more questions could lead to a more suitable product solution. Follow this flowchart for more.
Each season brings some opportunities for you to review, plan, modify or tweak some more foundational aspects of your business. See how to use a break in business to finally segment clients effectively, create a decent referral tracking system or create new marketing.
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.
After an Ash Life Audit analysis process is complete, you'll receive a comprehensive report of findings and recommendations. The Essential Output is a simplified summary that includes current policy information and alternatives in a format that's easy-to-review with clients.
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.