Blog

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.

BLOG-Top-10-Reasons-LTC-Planning-Makes-Perfect-Sense-for-Business-Owners Banner
Long-Term Care
Top 10 Reasons LTC Planning Makes Perfect Sense for Business Owners
It's important to focus on the things you can control when helping your clients create a plan, especially when it comes to business owners who have unique financial needs. But by being the advisor who talks about long-term care, you can protect their bottom-line.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
September 2022 • 4-min read
Disability-Insurance-Level-the-Playing-Field-with-Multi-Life
Disability Insurance
Level the DI Playing Field with Multi-Life
Multi-life policies can offer unisex pricing, which is a big deal for female executives. And you can be selective about who to cover.
Tim Kukieza
Tim Kukieza
August 2022 • 2-min read
BLOG-Unique-Clients-Unique-Solutions Banner
Long-Term Care
Unique LTC Solutions for Unique Clients
If your client has a health savings account, they can use their HSA to pay for long-term care insurance premiums. Through a group plan or a linked benefit LTC plan, see how to get the most coverage while minimizing the tax impact of premiums.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
July 2022 • 3-min read
Why A Business Needs Key Person Disability Insurance
Disability Insurance
Why A Business Needs Key Person Disability Insurance
With key person disability insurance, business owners can make sure they have protection on those team members they can't do without. See what's important to talk about before the sale and how to design a policy for key employees.
Tim Kukieza
Tim Kukieza
July 2022 • 3-min read
Identifying-Clients-for-LTC Banner
Long-Term Care
Identifying Clients for Long-term Care
When you’re ready to talk long-term care, you need clients who are ready to listen. Learn how to identify clients in different demographics including their 40s, 50s and 60s, who are most ready to discuss the need for a plan for LTC.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
June 2022 • 5-min read
Conquer Income Planning 1200x400 ASH
Retirement Solutions
Conquer the Efficient Frontier for Income Planning
There’s an efficient frontier for creating protected income in retirement. But it doesn’t require any additional assets from the client. We call it the Income Alpha strategy. And it can help you maximize return, minimize risk and transform your business.
Mike McGlothlin
Mike McGlothlin
June 2022 • 5-min read
Filling-in-the-Disability-Insurance-Gap
Disability Insurance
Filling in the Disability Insurance Gap
Group DI, individual disability insurance and Social Security are three key sources to consider when it comes to complete income protection for your clients. Find out how to stack coverage together to strengthen your client's overall financial foundation.
Tim Kukieza
Tim Kukieza
June 2022 • 5-min read
The-Best-Way-to-Prospect-For-New-Clients
Retirement Solutions
What’s the best way to prospect for new clients? Focus on keeping it simple.
Prospecting isn't always easy, but that doesn't mean it can't be simple. Focus on developing a solid referral track, using today’s technology tools and establishing automated, repeatable processed to nurture client relationships and enhance your reach.
Mike McGlothlin
Mike McGlothlin
May 2022 • 4-min read
DI An Easy Addition to Your Practice
Disability Insurance
DI: An Easy Addition to Your Practice
DI products are complex, but the conversation can be easy. Get your clients to picture that a disability could happen, and the effects if it did. Start by asking these questions that will get clients thinking about their plans in real terms.
Tim Kukieza
Tim Kukieza
May 2022 • 4-min read
Life-PreView-LTC-PreView-Pre-Underderwiting-Tool-Ash-Brokerage
Life Insurance
Collect Accurate Underwriting Information Without Being Invasive
With Life and LTC PreView, you can email or text your clients an online questionnaire to get an accurate snapshot of their health. It ensures you have the right product and right carrier, quoted at the right price — so you get it right from the start.
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Jonathan Knowles
April 2022 • 2-min read
Social Security Planning 1200x628
Retirement Solutions
Everything You Need to Know about Social Security Planning
From recruiting new clients to adding value for existing clients, Social Security planning is an important part of retirement income planning. But it is also one of the most understood tools in a retirement portfolio.
Randy-Kitzmiller-Ash-Brokerage-Retirement-Income-Consultant
Randy Kitzmiller
April 2022 • 8-min read
Capturing-Tax-Advantages-for-High-Net-Worth-Clients-cover
Life Insurance
Capturing Tax Advantages for High-Net-Worth Clients
Estate planning and taxation has created a lot of speculation recently. While legislation has not changed much, it has made it clear that now is the time to capitalize on planning and see where insurance can help clients manage their tax position.
Sam-Rocke-SVP-Advanced-Markets-Ash-Brokerage
Sam Rocke
March 2022 • 2-min read