Discover what’s working and trending across financial services and insurance. Combining industry expertise, insurance carrier relationships and vision for the future, our blog will help you stay informed – before meeting with your clients. Read it. Discuss it. Stay up-to-date. And if you have questions on any of the topics, we’re here to answer.

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Life Insurance
3 Ways FlashTerm is Redefining Term Life Insurance
Term life insurance shouldn't be a cumbersome process. Speed is the new name of the game. Simplicity is our mission. Accessibility is our promise. Get the story behind our collaboration with Legal & General America on their new instant term product, FlashTerm.
Tim-Ash-CEO-ASh-Brokerage
Tim Ash
February 2024 • 3-min read
Offsetting-the-Cost-of-Care-with-Traditional-LTC
Long-Term Care
Offsetting the Cost of Care with Traditional LTC
Unlike linked-benefit policies, which combine life insurance or annuities with LTC coverage, traditional LTCi dedicates its entire benefit to long-term care expenses. Explore why your clients might choose traditional LTCi over other care solutions.
Matt-Stieglitz-Ash-Brokerage-Long-Term-Care
Matt Stieglitz
February 2024 • 5-min read
Essential-Disability-Buy-Out-Tips-for-Business-Succession
Disability Insurance
Essential Disability Buy-Out Tips for Business Succession
If a disability of a partner leads to a buy-out, it's essential to have a plan. It starts with understanding the differences between disability insurance and other business success planning and the decisions that will need to be made for a DBO policy.
Tim Kukieza
Tim Kukieza
January 2024 • 3-min read
Maximizing Wealth Transfer Before Tax Sunset
Advanced Planning
Maximizing Wealth Transfer Before the 2026 Tax Sunset
For clients with significant wealth, 2026 means potentially losing the ability to shield over $7 million from the federal estate tax. That's money that could either go to your client’s loved ones or, if you don't act, could land in the government’s pocket instead.
Steven-Gates-Ash-Brokerage-Advanced-Markets
Steven Gates
January 2024 • 3-min read
Featured-Image-Blog-Solutions-for-Every-Stage-of-Life
Life Insurance
Solutions for Every Stage of Life
As a financial planner, you set yourself apart by being there for all your clients' financial needs. But when those needs call for insurance, it can be intimidating to know what to suggest. Well, good news! The holistic planning resources you need are just a click away.
Sam-Rocke-SVP-Advanced-Markets-Ash-Brokerage
Sam Rocke
September 2023 • 3-min read
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Retirement Solutions
How to Become a Counselor for Your Clients
There's a big difference between completing a transaction and offering counsel. The latter is what gives you value. And transitioning into that counselor role isn't as challenging as you may think. It's all about asking the right question
Jim-Dobler-Ash-Brokerage-Retirement-Advanced-Planning
Jim Dobler
July 2023 • 5-min read
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Retirement Solutions
How Running a Half Marathon Changed the Way I Plan for Retirement
What does running a half marathon have to do with retirement planning? More than you think. Both require a lot preparation. And, by putting in the work, time, effort and energy, you can get to the finish line faster than you thought.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Mike McGlothlin
June 2023 • 6-min read
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Advanced Planning
Estate Planning Opportunities: Urgency, Control and Tax Considerations
With unpredictable macroeconomic trends in a post-pandemic, post-stimulus world, clients face new challenges. Rising deficits and potential tax law changes create an immediate need for clients to secure their financial future.
Steven-Gates-Ash-Brokerage-Advanced-Markets
Steven Gates
June 2023 • 3-min read
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Disability Insurance
5 Benefits of Multi-Life DI to Share with Your Business Owner Clients
Multi-life disability insurance could be the solution your business owner clients have been waiting for, and it doesn't have to be complicated. Keep it simple and use these five key benefits to show them how a multi-life DI plan can impact their business.
George-Wilkins-Ash-Brokerage-Disability-Insurance
George Wilkins
April 2023 • 1-min read
Blog: Social Security - Everything You need to Know
Retirement Solutions
Social Security: Everything You Need to Know (and why it should matter to you)
Few advisors truly understand and implement Social Security planning into their practices. But the knowledge they can provide can make a big difference in a client's overall retirement success. So, it's important to get the facts and learn how you can start having discussions around Social Security with your clients.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Mike McGlothlin
April 2023 • 7-min read
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
Employee Retention Strategies: Endorsement Split Dollar Arrangement
Advanced Planning
Employee Retention Strategies: Endorsement Split Dollar Arrangement
Provide unique fringe benefits for key employees with an endorsement split dollar arrangement. As one of several advantages, the employer will own a life insurance policy on the employee, and the employee is encouraged to name the beneficiary on some or all of the death benefit.
Matt Erpelding
Matt Erpelding
March 2023 • 4-min read