DI ML Case Study
Disability Insurance
Close the Gap with Multi-Life Disability Insurance
A multi-life disability plan might be the solution for business owners struggling to retain key employees. With discounts and simplified underwriting, multi-life is ideal for small business owners with at least five executives.
George-Wilkins-Ash-Brokerage-Disability-Insurance
George Wilkins
May 2023 • 1-min read
Case Study Graphic: Safety for the Long Term
Retirement Solutions
Safety for the Long Term
With reinvestment comes risk. Instead, offer your clients tax deferred growth and peace of mind with an annuity. And by locking in the high rates currently being offered, you can guarantee more income for later.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Mike McGlothlin
April 2023 • 0-min read
Annuity Audit 1200x752
Retirement Solutions
The Power of Annuity Audit
Reevaluating your clients' current portfolios allows you to determine if their goals have changed and if their retirement solutions need to change as well. Working with Annuity Audit makes the process straightforward--for you and them.
Brendon-Kelly-Ash-Brokerage-Retirement
Brendon Kelly
October 2022 • 1-min read
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-Ash-Brokerage-EVP-Retirement
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 Express
Ash 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-Ash-Brokerage-EVP-Retirement
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