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Premium Financing with Income-Focused Plans

Your high-net-worth clients earning attractive returns on their portfolio may be reluctant to liquidate assets to pay for life insurance. But this strategy can be used to substantially reduce out-of-pocket costs for life insurance and increase potential income.
Accelerated Underwriting Fluidless Carriers

Fluidless, accelerated, express, simplified – no matter the words you use, one thing is certain: More and more insurance companies are offering streamlined underwriting processes. This cheat sheet will give you an overview of the programs available and if your clients qualify.
Tax Efficient Legacy Planning

Currently, an estate is not subject to the federal estate tax until it exceeds $12,920,000 (double for married taxpayers). In 2026, the current exemption will sunset, effectively cutting the amount in half. This piece looks at four options to protect your client's legacy before that happens.
BLOG-Employee Retention Strategies - Employer Funded Deferred Compensation
Advanced Planning
Employee Retention Strategies: Employer Funded Deferred Compensation
Employer funded deferred compensation has more moving parts than the two previous strategies in this employee retention series, and it may involve a bit more effort and a few out-of-pocket expenses. However, it is also one of the most effective strategies a business owner can use to keep exceptionally talented employees from looking elsewhere.
Matt Erpelding
Matt Erpelding
March 2023 • 4-min read
Guide to IRC 101j

It's possible to avoid the taxation of employer-owned life insurance. The general rule is that death benefits paid from a life insurance policy subject to IRC Sec. 101(j) are taxable when received. In order to avoid taxation, clients must qualify for one of several exceptions.
WBN-2023-03-30-RET-Go-All-In-On-SS-Planning
Retirement Solutions
T-Drapala-NARSSA
Featured Speaker
Thomas Drapala
Go All-In on Social Security Planning
March 30, 2023 - 11 a.m. EDT

We've seen many advisors use the Registered Social Security Analysts program to fully integrate Social Security planning into their practice. Now it's your turn! Learn how to leverage misunderstood reductions and credits, bridge the basics with advanced planning and build referrals.

Register Now
WBN-2023-03-09
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
Income Protection

Every solid structure requires a solid foundation. So, why is it that a person’s income is so often overlooked when creating a strong financial plan? Disability Insurance can help create paycheck protection in case your clients' income is disrupted - even for a short period of time.
Multi-Life DI for Business Owners

Women pay more than men for disability insurance coverage. Blame statistics and underwriting. Fortunately, there are multi-life options that help level the playing field. By purchasing coverage on multiple employees, female business owners can save money while protecting more lives.
Key Person Disability for Non-Owner Employees

Businesses rely on people. If someone were unable to perform their role due to illness or injury, would the business continue to run smoothly? The risk of losing a key employee — someone essential to the success of the business — can be reduced through disability insurance.
Business Loan Protection

Your client is ready to grow their business. Maybe start an expansion, or bring on a new partner. You can help provide them with a safety net in case they get disabled along the way. With a business loan protection (BLP) rider, a disability insurance policy can keep the doors open.
Disability Buy-Out

Part of business is mitigating risk. But many business owners haven't considered what they would do if a partner was too sick or hurt to help run the business. It's critical to have a written disability buy-out (DBO) plan before something happens – even if the plan is not funded.
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Featured Case Study

Life insurance provided protection against early death, a tax-free death benefit and tax-deferred growth of cash. But being able to provide his children with something so important was what really hit home.

Matt Erpelding
Matt Erpelding
May 2021 • 2-min read
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Retirement Solutions
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Featured Speakers
Mike McGlothlin, Jim Dobler
Create a New Revenue Stream with No Prospecting
March 9, 2023 - 11 a.m. EST

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.

Register Now
WBN-2023-03-30-RET-Go-All-In-On-SS-Planning
Retirement Solutions
T-Drapala-NARSSA
Featured Speaker
Thomas Drapala
Go All-In on Social Security Planning
March 30, 2023 - 11 a.m. EDT

We've seen many advisors use the Registered Social Security Analysts program to fully integrate Social Security planning into their practice. Now it's your turn! Learn how to leverage misunderstood reductions and credits, bridge the basics with advanced planning and build referrals.

Register Now
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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!

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