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.

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
blog-how-to-become-a-counselor-for-your-clients-thumbnail
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
How-Running-a-Half-Marathon-Changed-the-Way-I-Plan-for-Retirement-Thumbnail
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
Estate-Planning-Opportunities-Urgency-Control-Tax-Considerations
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
Blog-Graphic-DI-Benefits-of-Multi-Life
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
BLOG-3 Effective Key Employee Retention Strategies - Executive Bonus Banner
Advanced Planning
Employee Retention Strategies: Executive Bonus with Added Restrictions
With a restricted endorsement bonus arrangement, or REBA, business owners can help key employees build long-term financial security while retaining top talent. This simple REBA life insurance strategy can also help attract the best employees in today's competitive job market.
Matt Erpelding
Matt Erpelding
February 2023 • 3-min read
3 Effective Key Employee Retention Strategies: A Series
Advanced Planning
3 Effective Key Employee Retention Strategies: A Series
Discover three strategies business owners can use to reward and retain their most valuable employees, including the characteristics of a good retention plan as well as the factors that may cause an employer to prefer one type of plan over another.
Matt Erpelding
Matt Erpelding
February 2023 • 1-min read
The Actual Cost of LTC and How To Fund It
Long-Term Care
Avoiding the Sticker Shock of Long-Term Care Insurance
By quoting the correct long-term care cost for your client's lifestyle, and splitting payments over 10 years, you can reduce the risk exposure of LTC at an affordable price. Keep the conversation going with this 50-10 hedge strategy.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
January 2023 • 3-min read
How 2022 Changed Annuities 1200x628NC
Retirement Solutions
How 2022 Changed Annuities – And How We Should Respond
2022 is a year that will be remembered in the annuity industry. With the unprecedented rise in interest rates, our industry saw incredible growth. And the new year gives us the opportunity to reflect, look toward the future and create change.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Mike McGlothlin
January 2023 • 5-min read