Education that leads to conversation

Start new conversations. Sharpen your skills. Learn techniques to apply time-tested solutions. Whether you want to read, watch or listen, we’ll help you enhance your know-how with relevant insurance-based solutions. Use the search and filters to find specific content, or just browse below to see what’s new and trending. And if you still don’t see what you’re looking for, contact us and we’ll find an answer.

FEATURED CONTENT

Explore the most recently added resources

Dig into our latest content to find something to read, watch or listen to. You never know what may inspire your next great planning idea!

Purpose-Driven-Retirement-Planning-Joe-Jordan

Retirement Solutions

Featured Speaker

Joe Jordan

Purpose-Driven Retirement Planning

November 7, 2024 - 11 a.m. EST

Clients need help both planning for their financial future and finding purpose in retirement. Acclaimed author and speaker, Joe Jordan, will present his keynote to help you overcome obstacles and succeed during the best time to be in this business.

Ash Compliments Your Disability Options

With a variety of available disability insurance plans, you’ll be able to help clients in a variety of different occupations and circumstances, including business owners, find the best income protection solution.

September 2024

WBN-2024-09-12-Annuity-Arbitrage-Website

Advanced Planning

Annuity Arbitrage: The Good. The Bad. The Not-So-Ugly.

Sometimes, the interest-rate environment creates a can't-miss opportunity. This is one of those times. Learn how to put high annuity rates and lower life premiums to work for your clients with annuity arbitrage.

Sam Rocke, Tim Ash, Mike McGlothlin

September 2024 • 32 minutes

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Disability Insurance

Using Disability Insurance to Protect Your Client's 401(k)

Employees without disability insurance often pull from their 401(k) accounts to cover expenses in the event of an injury or illness. This can have a long-term effect on their retirement. This strategy can protect your client's retirement assets while overcoming disability insurance's most common objection – the cost.

Brian Lauber

September 2024 • 1-min read

Pension Risk Transfer Marketing

Every advisor needs a sustainable marketing strategy to win prospects. Pension Risk Transfer (PRT) marketing is one way to do it. We help you generate income in the defined benefit plan termination market by identifying prospects, accessing technical expertise, and deliver solutions.

September 2024

Removing Pension Liability

Pension plans have been creating financial havoc for years. Volatile balance sheet liabilities, increased government fees, high professional fees and looming required contributions are causing sponsors to want to shed their pension plans. The answer to de-risking lies in the approach.

September 2024

Responding to the Supreme Court's Connelly Decision

Reviewing your business owner clients’ buy-sell agreements is essential as our industry evolves. Specifically, learn more about how the recent decision in Connelly vs. the U.S. could impact buy-sell agreements funded with life insurance, and how to get ahead of any unwanted surprises.

September 2024

Using-Housing-Wealth-for-Retirement-Income

Retirement Solutions

Featured Speaker

Don Graves

Using Housing Wealth for Retirement Income

October 3, 2024 - 11 a.m. EDT

Historically, reverse mortgages have been overlooked or considered a last resort — but that perspective is rapidly changing. Turn equity into income and see how to create a tax-free reserve that grows more than 6% annually.

Retirement Solutions

How an Annuity Audit Added Income and Reduced Fees

For clients who have older annuities they haven't looked at it years, an Annuity Audit could uncover products that better align with their needs. Here's an example of how one client switched to an FIA and increased her annual income by about $30,000, reduced her fees 52% and eliminated market risk.

Jim Dobler

September 2024 • 1-min read

Long-Term Care Support Resources

Helping your clients plan for long-term care is important. Don't navigate it alone. With Ash's resources, you can get the expertise you need from start to finish to ensure your clients spend their final years the way they want. From training and client consultations to assistance with the application, we've got you covered.

September 2024

Medicare Solutions

Featured Speaker

Carly Rosswurm

Preparing Clients for Medicare Annual Enrollment

September 17, 2024 - 2 p.m. EDT

Medicare Annual Enrollment is right around the corner. Gear up with Ash! We'll arm you with answers to common questions and guide you through how to help clients get coverage – without having to be the Medicare expert.

Life Insurance

What is Cash Value Life Insurance

Lifelong coverage. Tax-deferred growth. The ability to borrow against the policy. Depending on your client's risk tolerance and financial goals, these could be achieved with a cash value life insurance policy. Find out how it works and the costs involved.

August 2024 |

Browse by collection

Click on an image to explore our content libraries grouped downloadable concepts, webinars, blogs, videos and podcasts. On each page, you can search and filter by several categories to find what you're looking for — or just explore what's new.

Concept Library

Download more than 200 sales concepts, tutorials, guides, articles and worksheets

Webinars

Review in-depth training presentations to uncover opportunities on your own schedule

Blogs

Read stories from the experts to keep a pulse on where the industry is heading

Videos

Watch short clips to connect with timely concepts you can use to start conversations

Podcasts

Listen to industry leaders on the go and subscribe for a steady stream of inspiration

Learn in Real-Time

Upcoming Events

Medicare Solutions

Featured Speaker

Carly Rosswurm

Preparing Clients for Medicare Annual Enrollment

September 17, 2024 - 2 p.m. EDT

She-Impacts-2024-Fort-Wayne-Indiana-Ash-Brokerage-Event

Financial Industry

Featured Speakers

Kristi Bell, Maria Sarci, Kim Carpenter, Tim Ash, Carly Rosswurm, Nikki Parker, Alicia Cervantes, Curtis Cloke, CLTC®, LUTCF, Jenny Crabill, Chris Kratzert, Steve Ziarko, Karysa Swackenberg

She Impacts

September 30, 2024 - 2:30 p.m. EDT

When amazing women come together, there's no limit to what we can accomplish. Join us in Fort Wayne to connect with other women in the industry and learn innovative strategies that will help your business thrive.

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Bravo Zulu

As we say in the US Navy, BRAVO ZULU!

Joseph B. Faris

Financial Representative, Northwestern Mutual

An absolute gem

An absolute gem to work with on the application process. Your team walked me through every step, and I cannot express how grateful I am to have you as a resource!

Marshall Dearing

Associate Advisor, Vector Wealth Strategies