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 to get 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.

June 2020 |

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

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

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

Ash Brokerage 101

If you’re passionate about building relationships and impacting lives, we can help. In just 20 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

Create a New Revenue Stream with No Prospecting

We'll take you through recent case studies to show you what makes our Annuity Audit process different. You'll walk away ready to choose Ash to help you start a new dialog, add credibility and impact your bottom line.

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Mike McGlothlin, Jim Dobler

March 2023 • 32 minutes

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Advanced Planning

How to Master Benefit Restoration Planning

Implement restoration planning with your business-owner clients! This 201-level session will walk you through how to target the right clients, position an opportunity and avoid common sale mistakes so you can be prepared to start offering this important solution.

Matt Erpelding, Jack Leavy

February 2023 • 26 minutes

Life Insurance

3 Term Time-Savers Your Clients Wish You Knew

With improved underwriting pre-screening and product enhancements, instant decision has changed the way your clients can get term insurance coverage. We'll highlight the best carriers and outline the ideal client profile, so your clients can get coverage on the spot.

Sam Rocke

February 2023 • 21 minutes

Working With Ash

Ready, Set, Go with Ash Brokerage

Too often, we get told "I didn't know you did that" — even from some of our top partners. And with all the resources we've launched, it's easy to have missed something that can help your business grow. Here's a quick look at Ash's best-kept-secret tools and services.

Tim Ash, Mike McGlothlin, Bryan Langdon, Randy Kitzmiller, Carly Rosswurm, Jonathan Knowles, Brian Lauber, George Wilkins, Matt Erpelding, Sam Rocke, Austin Ash, Thomas Losher, Thad Smith, Haley Chaires, Kristin Snyder, Jason O’Barr, Jim Dobler, Kim Carpenter

January 2023 • 31 minutes

Long-Term Care

LTC University - Fall 2022

This is your cram course from start to finish for helping your clients plan for LTC. Learn from our visiting professors, expert instructors outside of Ash for a different perspective, including what the carriers are seeing.

Stephen Denton, Bryan Langdon, Matt Redick, Tim Vannoy, Rob Johnson, Amy Lozier

October 2022 • 80 minutes

Long-Term Care

The Importance of a Long-Term-Care Plan

There’s one financial planning challenge that extends far beyond your income and assets: longevity. Planning for long-term care is about more than money. This is a discussion about health, lifestyle, family and how you want to prepare for the unexpected.

November 2020 • 39 minutes

Advanced Planning

Employee Retention Strategies That Work

Life insurance-based reward and retention are the answer to providing key non-owner employees an efficient pre-tax solution for retirement savings. In this webinar, we use Principal’s new executive carve-out, guaranteed issue term program as a solution.

Matt Erpelding, Patti Bell, CPA, CLU

August 2022 • 41 minutes

Medicare Solutions

Insurance Unscripted: Medicare Solutions

Medicare isn't the focus for most advisors, but it's something clients need as they enter retirement. We'll break down the basic dos and don’ts of Medicare planning so you'll know what's covered, what options clients have and where to refer opportunities.

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Carly Rosswurm, Toni Kaplan

September 2022 • 32 minutes

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Life Insurance

Insurance Unscripted: Indexed Universal Life (IUL)

It's time to better understand, explain and get more out of IUL. Indexed universal life insurance can get a bad rap. Some see it as complicated and hard to understand, but with proper planning, it can be one of the most transparent solutions for growth.

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Sam Rocke, Thomas Losher

August 2022 • 29 minutes

Disability Insurance

Insurance Unscripted: Disability Insurance

As the American workplace continues to change, the disability insurance industry is also evolving. Tune in to hear how the story has shifted, how to find opportunities and why DI still one of the most important parts of a sound financial plan.

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Tim Kukieza, Steven Bressler

August 2022 • 32 minutes

Retirement Solutions

Discover Luma: A Trusted Platform for Managing Annuities

Through tailored risk tolerance, side-by-side comparisons and supporting marketing materials, you’ll know that your product choice is suitable and be able to recommend with confidence. Learn more about the new Ash Annuity Hub — powered by Luma!

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Megan Easton, Jay Charles

July 2022 • 34 minutes

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Advanced Planning

Estate Planning in an Uncertain Environment

Discover three estate planning strategies using life insurance we see working today and into the future. Ranging from simple to advanced planning, the concepts can help clients create a legacy and take a wealth transfer action without delay.