Our Promise

Whatever the question, whatever the need. Ash Answers.

It's more than a tagline. It's a promise. No need to try to navigate our new partnership alone - let us help! Your dedicated team will provide education and help direct you through the products and process, while leveraging our relationships to find the right solution for you.

Get Started Here

Training Videos

Helpful Tutorials for Getting Started

Watch these quick overview videos to walk through some of the most commonly accessed tools you'll need as a new agent who is getting started working with Ash.

Running a Quote

Ash Express takes the guesswork out of term quotes. Using insights about health guidelines and underwriting programs, we make it easy to identify the best match in every situation. And, you can save your quotes for quick retrieval.

December 2022 |

2 minutes

Completing Your Online Contracting

This short tutorial will help you navigate the online contracting system after you've completed your initial profile setup.

December 2022 |

3 minutes

Managing Your Cases Online

Look up current and past cases by status, see outstanding requirements, sort and export data.

February 2023 |

2 minutes

Navigating the Advisor Portal

Using the homepage titles and two navigation menus, you can get what you need – quickly.

March 2021 |

2 minutes

Discovering Your Ash Team

There's no need to navigate everything on your own! See how your Ash team can help at each step along the way.

June 2020 |

3 minutes

Life Insurance

Ash Term Express - Express App

Regardless of whether you choose Instant Issue, Accelerated Underwriting or traditional underwriting, Ash Term Express makes the submission process easy. See how it guides you through the process based on client eligibility, without having to duplicate information.

February 2023 |

3 minutes

Complete Your Profile

Let's break the ice

To better serve you, we'd like to learn more about you, your team, your expectations and current opportunities. Please take a moment to fill out our welcome questionnaire, which will help you get the most out of your Ash experience.

Tell Us About Yourself

Start Onboarding

Begin with a call to unlock your potential success

An onboarding call is a 1-hour virtual meeting with a full introduction to Ash Brokerage and a detailed online Portal walkthrough.

Join the ranks of satisfied advisors with a remarkable client experience satisfaction rate of 99.2%! By booking a call with the onboarding team, you'll gain a detailed understanding of:

Registering for the advisor portal
Running quotes
Submitting an application
Managing your cases
Requesting carrier appointments
Contacting your dedicated Ash team

Pick a Time

Increase Your Success

Why Onboarding Is The Smartest Move

Increase Application Success

Advisors who go through our onboarding process have a 15.1% submission rate, compared to 11.6% for those who haven’t.

Multiply opportunities

Onboarding boosts application submissions — with 9.4% of advisors submitting more than one application, compared to 5.5% without onboarding.

Enhance Engagement

Experience greater sales contact engagement, with a 23.2% engagement rate for onboarded advisors versus 17.6% for non-onboarded advisors.

Let's Talk

We'd love to connect to make sure you have everything you need to get started, get connected and get solutions for your clients. Schedule a call at a time that works for you - with no back and forth.

Schedule Your Call

Advisor Portal

The first step in unlocking the power of Ash's technology platform is to register for the Ash Advisor Portal — a premier resource, purpose-built to help you grow your business — while working in your business. Create an account or log back in with your new knowledge and see all it has to offer!

Access the Advisor Portal

Featured Webinar

Ready, Set, Go with Ash Brokerage

If you’re passionate about building relationships and impacting lives, we can help. In just 30 minutes, you’ll learn about:

How we’ll help you strengthen your client relationships and bridge a gap to the next generation
Proprietary innovations purpose-built to help you grow
The vast resources available to you with an Ash Brokerage partnership

Watch Now

Recent Webinars

Watch On-Demand

Jump right in by catching an on-demand replay of one of our recent educational events.

Retirement Solutions

Guaranteed Income: The Forgotten Household Asset

Guaranteed income is the largest financial asset for most retirees. Yet, its role in a financial plan is generally used to fund retirement cash flow liability. Discover new methods to evaluate the true benefits and how to optimize for today’s environment.

Jim-Dobler-Ash-Brokerage-Retirement-Advanced-Planning

Jim Dobler, David Blanchett

April 2024 • 60 minutes

Long-Term Care

Why Traditional LTC is Not Dead

While linked-benefit solutions often get the spotlight, the benefits of standalone LTC can be a perfect fit for some clients. Take this opportunity to brush up on the basics, so your clients can make an informed decision about their plan for long-term care.

Stephen Denton, Bryan Langdon, Matt Stieglitz

April 2023 • 30 minutes

Long-Term Care

LTC University: 3 Ways to Avoid Common Sales Challenges

Clients don't think they'll need long-term care insurance, and advisors don't think they know enough to sell it. That's why we're arming you with powerful ways to avoid common sales challenges and showing you how to move from "you should" to "I'm glad I did."

Stephen Denton, Bryan Langdon, Amy Lozier

March 2024 • 27 minutes

Retirement Solutions

Driving Sales Through Social Security Optimization

In partnership with RSSA®, The National Association of Registered Social Security Analysts, you can be a Social Security expert. Education. Technology. Marketing. Support. Build your sales funnel, fill seats at events and open the door to new opportunities.

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Mike McGlothlin, Thomas Drapala

March 2024 • 50 minutes

What-Two-CEOs-Think-About-The-Future-Of-Term-Tim-Ash-Mark-Holweger

Life Insurance

The Inside Scoop: What Two CEOs Think About the Future of Term

Get a behind-the-scenes look at the discussions shaping the term life insurance market. Using Legal and General America's new FlashTerm product as inspiration, you'll gain unparalleled insights from two industry leaders and be at the forefront of future innovation.

Mark-Holweger-President-CEO-Legal-General-America

Tim Ash, Mark Holweger

February 2024 • 26 minutes

Helping Clients Maximize Social Security Income

Clients are typically misinformed about Social Security. And that leaves you with a key planning opportunity. Join us to unlock strategic planning opportunities that reduce potential tax exposure, maximize total value and pave the way for a secure retirement.

Randy-Kitzmiller-Ash-Brokerage-Retirement-Income-Consultant

Kegan-Morris-Ash-Brokerage-Retirement-Income-Consultant

Randy Kitzmiller, Kegan Morris

February 2024 • 33 minutes

Practice Management

Ready, Set, Go for 2024

Life's milestones deserve to be insured. Learn tactical ways to grow your business by creating memorable moments with your clients. Sometimes the best growth strategies are ones you don’t need to learn. You just need the inspiration to get started.

Paul Kingsman

January 2024 • 31 minutes

Long-Term Care

LTC University - Preparing for State-Mandated Coverage

LTC is making headlines as more states consider a tax for individuals without long-term care insurance. See why you should create a plan before it's mandated, how to keep the discussion rolling and ways to present an LTC quote clients will buy.

Stephen-Denton-LTC-Specialist-Ash-Brokerage

Stephen Denton, Bryan Langdon

November 2023 • 30 minutes

Retirement Solutions

Redefining the Optimal Retirement Income Strategy

Retirement success looks different today, and no one knows exactly what to expect in the future. But with better metrics, we can achieve better results. Join guest presenter David Blanchett as he uses his wealth of research on retirement models to close the gaps.

Mike McGlothlin, David Blanchett

November 2023 • 59 minutes

Retirement Solutions

Estimating the True Cost of Retirement

Retirement isn’t cheap. Preparing a solid plan starts with understanding the true cost — but calculating it is based on several variables, making it tough to estimate. Join guest presenter David Blanchett for a revised framework to guide your clients better.

Mike McGlothlin, David Blanchett

August 2023 • 60 minutes

Long-Term Care

The Technology That is Changing Long-Term Care

You use digital tools to find a ride or order food. And you can use technology to simplify complex planning. See how our LTC PreView underwriting pre-screening tool ensures you have the right product and price — and how the LTC Discussion Tool can guide the conversation.

Chad Eyrich

January 2019 • 28 minutes

Medicare Solutions

How to Navigate the Medicare Maze

Clients nearing age 65 are bombarded with messaging about Medicare. Cut through the confusion and learn how our white-glove service can help you find the right solutions and discover ways to find Medicare opportunities throughout the year.