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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.

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.
Jonathan-Knowles-Ash-Brokerage-Protection
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-Ash-Brokerage-Protection
Sam Rocke
March 2022 • 2-min read
Is Your Head Spinning Too? 1200x628 ASH
Retirement Solutions
Is Your Head Spinning Too?
When dealing with the unexpected, it can be hard to get clients to feel comfortable enough to act. So, instead of hoping that things settle down, focus on reassuring your clients. Walk them through the volatility to a strong retirement. There are many ways to do this. Here are a few to get you started.
Mike McGlothlin
Mike McGlothlin
March 2022 • 2-min read
3 quick hits to sell better 1200x628 ASH
Retirement Solutions
3 Quick Hits to Sell Better Now
When it comes to changing your mindset, sometimes starting with little changes gives you the momentum you need to transform.
Mike McGlothlin
Mike McGlothlin
February 2022 • 2-min read
Making Future-Focused Decisions 1200x628 ASH
Retirement Solutions
Making Future-Focused Decisions
Your experience is one of the aspects that makes you valuable to your clients. Combined with an understanding of your clients’ goals and available tools, you can help your clients make better decisions for the long term.
Mike McGlothlin
Mike McGlothlin
February 2022 • 5-min read
HPP Industry (and Life) Lessons from U2 1200x628 ASH
Retirement Solutions
Industry (and Life) Lessons from U2
We're not sure what U2 was thinking when they wrote the song,” I’ll Go Crazy If I Don’t Go Crazy Tonight,” but Mike makes some analogies to our industry that could result in tremendous growth in your business.
Mike McGlothlin
Mike McGlothlin
January 2022 • 5-min read
Welcome-to-the-New-Old
Retirement Solutions
Welcome to the New Old
Without behavioral change, there is no hope or renewal for a better 2022. What can we do as an industry to change our behavior? We must focus on these key factors.
Mike McGlothlin
Mike McGlothlin
January 2022 • 5-min read
Give-the-Gift-of-Choice
Retirement Solutions
Give the Gift of Choice
The key is to effectively involve your client in the decision-making process by supplying and presenting enough options to give them a voice. But not so many that they are overwhelmed.
Nick-Bond-Ash-Brokerage-Retirement-Income-Consultant
Nick Bond
December 2021 • 2-min read
3 Easy Ways to Make 1200x628NC
Retirement Solutions
3 Easy Ways to Make the Year-End Call
It’s common for advisors to think their clients are too busy during the holiday season to want to hear from them, so they avoid calling until after the new year. But letting your clients know now that you are thinking about them can get them prepared to discuss their finances in January.
Paul-Kingsman-Ash-Brokerage-Practice-Enhancement
Paul Kingsman
November 2021 • 2-min read
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Retirement Solutions
How To Get Paid in Retirement
One of your biggest jobs as a financial advisor is securing a retirement income stream for your clients and also giving them the confidence to use it.
John-Duchien-Ash-Brokerage-Retirement-Income-Consultant
John Duchien
November 2021 • 1-min read