Case Studies
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-Ash-Brokerage-CX
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
Non-Owner-Employee-Receives-Key-Person-Disability-Insurance-Policy
Disability Insurance
Key Person Disability for Non-Owner Employees
Keep your business running even if a key person is ill or injured.
Tim Kukieza
Tim Kukieza
June 2021 • 2-min read
Business-Owners-Gets-Business-Loan-Protection-Rider-on-Disability-Insurance
Disability Insurance
Business Loan Protection
Discover the opportunities Business Loan Protection can offer business owner clients.
Tim Kukieza
Tim Kukieza
May 2021 • 2-min read
Grandparents-Purchase-Life-Insurance-Gift-for-Grandchildren-In-Legacy-Estate-Planning
Life Insurance
Generational Gift Planning
Offer your clients a creative solution to reallocate disposable income and provide a tax-free benefit for future generations. Using life insurance to plan can be a better strategy than just gifting the money outright.
Matt Erpelding
Matt Erpelding
May 2021 • 2-min read
CEO-Offers-VP-Restricted-Endorsement-Bonus-Arrangement
Life Insurance
Restricted Bonus Plan
You can help your business owner clients build loyalty and reward key employees while presenting a tax deduction to the business. And it doesn't have to be complex to be effective.
Matt Erpelding
Matt Erpelding
May 2021 • 1-min read
Non-Spouse-Plans-for-Inherited-IRA-Under-SECURE-Act
Life Insurance
Secure Act IRA Max
An inherited IRA doesn't have to mean a high tax burden for your wealthier clients. Utilizing life insurance can help preserve more benefits for heirs.
Matt Erpelding
Matt Erpelding
May 2021 • 1-min read
Three-Business-Owners-Fund-Buy-Sell-With-Life-Insurance
Life Insurance
Business Continuation General Partnership
Business growth doesn't have to mean more policies to fund a buy-sell agreement.
Matt Erpelding
Matt Erpelding
April 2021 • 1-min read