Case Studies
457(f)-deferred-compensation-plan
Advanced Planning
Success Outcomes: 457(f) Non-Profit Deferred Compensation
Many business owners are looking for creative ways to retain their key employees. For non-profits, which have limits on the type of plans they can pursue, a 457(f) deferred compensation plan could be the solution they have been searching for.
Matt Erpelding
Matt Erpelding
July 2022 • 1-min read
Retirement Readiness 1200x752
Retirement Solutions
Growing Your Business with Lead Generation
Finding qualified leads is difficult — even for advisors with time and marketing knowledge. Here's how Ash’s lead generation services can help.
Mike McGlothlin
Mike McGlothlin
June 2022 • 1-min read
Agness
Retirement Solutions
Consider a Fixed Indexed Annuity Instead of a CD
Help your conservative clients earn a higher return than they would with a CD, while still offering guarantees to protect their investment. The answer? A fixed annuity.
Brendon-Kelly-Ash-Brokerage-Retirement
Brendon Kelly
April 2022 • 1-min read
Ray Age 80
Retirement Solutions
Using Multiple SPIAs to Create a Legacy
It's important to help your clients plan to leave a legacy to all their heirs, whether that's several grandchildren, children or charities. Combining multiple policies with joint ownership is one way to do that.
Brendon-Kelly-Ash-Brokerage-Retirement
Brendon Kelly
March 2022 • 0-min read
Mike and Lisa
Life Insurance
Combine Life Insurance and Annuities to Create a Legacy
Combining a second-to-die life insurance policy with an annuity is a strategy to plan for retirement and also create a more tax-efficient legacy for your client's heirs.
Brendon-Kelly-Ash-Brokerage-Retirement
Brendon Kelly
March 2022 • 1-min read
Ash Instant Case Study
Life Insurance
Adding Instant Decision Term to a Disability Sale
Take the wait out of term life insurance with Ash Instant. Available exclusively through Ash Brokerage, you can quote, apply and get a decision in about 10 minutes. Discover how it works for one of Ash's advisors, and think of clients and situations that you can put it to use with.
Kim-Carpenter-Ash-Brokerage-CX
Kim Carpenter
March 2022 • 2-min read
Client-Uses-Ash-Term-Express-During-Pandemic
Life Insurance
Ash Term Express
Ash Term Express is more than just a way to submit a term application. It's a complete system designed to guide you through the entire process, including helping your client qualify for the most streamlined underwriting possible.
Maria-Sarci-SVP-People-and-Culture-Ash-Brokerage
Maria Sarci
August 2021 • 1-min read
Retired-Man-Reduces-RMDs-Using-QLAC
Retirement Solutions
Deferring Distributions By Using a QLAC
For clients not interested in taking RMDs at age 72, a QLAC can help. Defer IRA payments - and taxes - up to age 85.
Mike McGlothlin
Mike McGlothlin
July 2021 • 1-min read
Couple-Smiles-After-Saving-With-Palladium-Group-Life-Insurance-Policy-Review
Life Insurance
Policy Review: The Palladium Group
It's essential for your clients' coverage to meets their current needs, but you don't have to do it alone. See how the Palladium Group's white-glove service can be a huge time-saver for you and your clients.
Jeff-Hess-Ash-Brokerage-Protection-RVP
Jeff Hess
June 2021 • 1-min read
AFR-Arbitrage-For-High-Net-Worth-Beneficiary-Of-Trust
Life Insurance
AFR Arbitrage
AFR Arbitrage is a solution for funding trust-owned insurance without endangering Crummey gift exemptions for other assets.
Matt Erpelding
Matt Erpelding
June 2021 • 1-min read
Group-Creates-Business-Valuaton-For-Disability-Buy-Out
Disability Insurance
Disability Buy-Out Insurance
Help business owners understand how much their business is worth, and how to protect it in the event of an accident or illness.
Tim Kukieza
Tim Kukieza
June 2021 • 2-min read
High-Income-Couple-Plans-For-Individual-Life-Insurance
Life Insurance
Life Insurance in Retirement Planning for High Income Individuals
Sometimes limits on qualified plans lead to a shortfall in retirement. Life Insurance is a way to solve that.
Matt Erpelding
Matt Erpelding
June 2021 • 1-min read