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.

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
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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
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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
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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
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Retirement Solutions
Give Your Clients Something New to Talk About
Certainly, annuities have some risks, such as the sales charges and then the risk of the carrier. But at the end of the day, there are substantial differences in rates of return for clients in today’s low-interest-rate environment.
Mike McGlothlin
Mike McGlothlin
November 2021 • 1-min read
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Disability Insurance
Do Your Clients Need a (Financial) HUG?
To afford basic needs such as housing, utilities and groceries, your clients need to have income coming in. And that income needs to be protected. That’s where disability insurance (DI) comes in. And it’s more affordable than you or your clients might think.
Tim Kukieza
Tim Kukieza
October 2021 • 3-min read
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Retirement Solutions
Say Yes to Income Planning
When we think of an estate or financial plan, we think wills, trusts, assets under management, cash value, and other accumulation and transfer vehicles. But how often do we really think of income? As your clients shift from the workplace to retirement, it’s a big piece of how they will maintain their lifestyle.
Jim-Martin-Ash-Brokerage-Retirement-Income-Consultant
Jim Martin
October 2021 • 1-min read
Annuity-Audit-Blog
Retirement Solutions
Popular Tool: Ash Annuity Audit
If you have clients with older annuities and you think it’s time for a review, let us know. Together with just a fact finder and an annuity statement we’ll be able to help your clients feel confident in their retirement.
Mike McGlothlin
Mike McGlothlin
September 2021 • 2-min read