New Phone Extensions: Starting Tue. 5/21, please discard any four-digit extensions and contact your team for updated info.

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.

Using-Life-Insurance-for-Charitable-Gifting
Life Insurance
Using Life Insurance for Charitable Planning
By combining charitable giving with life insurance planning, clients may be able to preserve personal wealth while supporting an organization they care about. See how to use an existing policy, when to consider a trust and other key factors to review.
Steven-Gates-Ash-Brokerage-Advanced-Markets
Steven Gates
May 2024 • 5-min read
Maximizing Returns and Mitigating Risk Website Thumbnail
Retirement Solutions
Maximizing Returns and Mitigating Risk: Unlocking the Advantages of RILAs
Explore how Registered Index-Linked Annuities (RILAs) offer unique advantages, including higher cap rates, downside protection, tax-deferred growth, probate-free benefits and diverse index choices. Learn how to position RILAs as bond alternatives, increase return likelihood and transfer risk effectively in qualified accounts.
Brendon-Kelly-Ash-Brokerage-Retirement
Brendon Kelly
April 2024 • 4-min read
4 Hidden Benefits of LIRP Website Thumbnail
Life Insurance
4 Hidden Benefits of LIRP (plus the unhidden tax advantages)
Even though it takes a backseat, a life insurance retirement plan (LIRP) has more to offer than tax advantages. Uncover four other key benefits and discover how life insurance can be a versatile tool in crafting comprehensive retirement strategies for high-net-worth clients.
Thomas-Losher-Ash-Brokerage-Advanced-Markets
Thomas Losher
April 2024 • 3-min read
Blog-Decoding-Market-Behavior-Featured-Image
Retirement Solutions
Decoding Market Behavior: The Electoral Influence on U.S. Stock Performance
With a presidential election comes uncertainty surrounding stock market performance. But, there are trends to look for before, during and after election cycles that can help you make informed decisions and guide clients toward financial success.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Mike McGlothlin
April 2024 • 2-min read
LTC with a death benefit thumbnail
Long-Term Care
Long-Term Care with a Death Benefit
LTC insurance can help protect a portfolio from the cost of care, but product complexity can be intimidating. When the goal is to plan for long-term care, repositioning how you think about hybrid linked-benefit solutions could make a big difference.
Matt-Stieglitz-Ash-Brokerage-Long-Term-Care
Matt Stieglitz
March 2024 • 4-min read
Leaving-a-Legacy-Without-Medical-Underwriting Thumbnail
Retirement Solutions
Leaving a Legacy Without Medical Underwriting
Incorporating annuities into your client's retirement plan ensures financial security and paves the way for a lasting legacy – all without the hassle of medical underwriting. Uncover more benefits and unlock the full potential of annuities.
Brendon-Kelly-Ash-Brokerage-Retirement
Brendon Kelly
February 2024 • 2-min read
Decoding-Disability-Insurance-Underwriting-Ash-Brokerage-Income-Protection background
Disability Insurance
Decoding Disability Insurance Underwriting
Morbidity vs. mortality are two different risks. If your client has applied for life insurance, they may get a completely different rate class when applying for disability insurance. Find out where the products align or differ and which clients make good prospects.
Tim Kukieza
Tim Kukieza
February 2024 • 6-min read
3-Ways-FlashTerm-is-Redefining-Term-Life-Insurance
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