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.

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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
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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.
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Sam Rocke
March 2022 • 2-min read
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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.
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Mike McGlothlin
March 2022 • 2-min read
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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.
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Nick Bond
December 2021 • 2-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
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.
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Mike McGlothlin
September 2021 • 2-min read
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Long-Term Care
Taking LTC Funding from Scary to Solved
It IS possible to fund long-term care without changing your client's lifestyle. And the options aren't just limited to cash.
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Stephen Denton
June 2021 • 2-min read
Whats the Deal with Social Security Disability
Disability Insurance
What’s the Deal with Social Security Disability?
If your clients bring up Social Security as a fallback option for disability insurance, make sure they truly understand what they’re getting into.
Tim Kukieza
Tim Kukieza
June 2021 • 1-min read
Dad's Insurance Starter Kit
Life Insurance
Dad's Insurance Starter Kit
Dad protects his family. With term and disability insurance, we'll help you protect Dad.
Sam-Rocke-SVP-Advanced-Markets-Ash-Brokerage
Sam Rocke
June 2021 • 1-min read
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Disability Insurance
Providing a Solid Foundation with Disability Insurance
What's your client's greatest asset? For many, it’s not in a financial statement. It’s their ability to get up and go to work every day.
Tim Kukieza
Tim Kukieza
June 2021 • 1-min read
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Long-Term Care
What’s More Overwhelming than Not Having a Plan?
Long-term care planning is a big job. But not planning creates an even bigger job should your clients need care in the future.
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Stephen Denton
June 2021 • 1-min read
Everything You Need to Know About Selling DI Today
Disability Insurance
Everything You Need to Know About Selling DI Today
Tim Kukieza joined Chris Carlson's DI Coach podcast and discussed where DI is today -- and where it's going. Catch highlights here.
Tim Kukieza
Tim Kukieza
June 2021 • 2-min read