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

March 2022 • 2-min read

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

March 2022 • 2-min read

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

December 2021 • 2-min read

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

October 2021 • 3-min read

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

September 2021 • 2-min read

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.

Stephen Denton

June 2021 • 2-min read

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

June 2021 • 1-min read

Life Insurance

Dad's Insurance Starter Kit

Dad protects his family. With term and disability insurance, we'll help you protect Dad.

Sam Rocke

June 2021 • 1-min read

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

June 2021 • 1-min read

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.

Stephen Denton

June 2021 • 1-min read

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

June 2021 • 2-min read

Retirement Solutions

Reframing the Referral Conversation

Think about helping your clients make the connection between how you helped them and conversations they will have with friends and family over the upcoming holidays either digitally or in person.

Mike McGlothlin

November 2020 • 1-min read