Videos

We give you solutions in a soundbite. These short videos will help you break down complex topics into ideas simple enough that you can start a piece of the conversation – with your clients or our team. Browse the library then contact us to go deeper on how to apply an insurance solution to your business.

Disability Insurance
The Year Disability Insurance Saved Christmas
Once upon a time, in a land far, far away, there lived an elf who fell out of Santa's sleigh. None of the other elves were distressed or dismayed. This is the story of how disability insurance saved the day. Make sure your business-owner clients have a key person DI policy before something happens.
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3 minutes
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DI-Coverage-Review
Disability Insurance
DI Coverage Review (regardless of who ran the illustration)
Whether your client has coverage that needs to be looked at or they’ve received a quote from another advisor, let your Ash DI team help you add value and strengthen your relationships. When it comes to income replacement, you’ve come to the right place.
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4 minutes
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Advanced-Marketing-for-Your-Most-Important-Clients
Advanced Planning
Advanced Marketing for Your Most Important Clients
Make sure you’re taking advantage of the resources that are included in your partnership with Ash. Not only is our Advanced Markets team here to get you excited about 2022, but we can show you how to use carrier resources to get large cases complete.
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2 minutes
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Year-End-Life-Insurance-Planning-Strategies
Life Insurance
Year-End Planning Strategies
Whether your clients are high-end, nearing retirement or in need of a solid wealth transfer plan, we have the strategies you need to help them hit their goals. Find out more about how life insurance fits into the picture.
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2 minutes
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Flexibility-of-Key-Person-DI
Disability Insurance
Discover the Flexibility of Key-Person DI
When talking to your business owner clients about key-person coverage, don’t stop at life insurance. When it comes to key-person coverage, disability insurance allows you to tailor the policy to fit your clients’ needs with choices as to how benefits are received, who is covered, and more.
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2 minutes
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Simplifying-Underwriting-for-Buy-Sell-Cases
Advanced Planning
Simplifying Underwriting for Buy-Sell Cases
Multiple life insurance applications and getting several key people underwritten can be a paperwork headache. The answer? It might just be to ADD more key people in the mix, to qualify for a simplified program. Our Advanced Market team can help you do it.
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3 minutes
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Getting-More-From-Multi-Life-Disability-Insurance
Disability Insurance
Getting More From Multi-Life Disability Insurance
With three or more employees, business owners can qualify for big discounts on Disability Insurance —especially for female clients. And during open enrollment season, it's a perfect time to save clients on their premiums.
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3 minutes
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Exciting-Fixed-Income-Alternative
Life Insurance
Exciting Fixed Income Alternative
Instead of just putting safe money back in a CD, consider an alternative with instant underwriting, no surrender charges, tax-deferral and a tax-free death benefit. In addition, this life insurance product has upside potential. See how it works — and why it’s not too good to be true.
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2 minutes
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Asset-Based-LTC-Using-Annuities
Long-Term Care
LTC Funding Strategy: Nonqualified Annuities
If your clients are holding onto nonqualified annuities for what-if situations, and not for income, turn that tax-deferred vehicle into tax-free benefits. See how annuities can be used to fund a long-term care need.
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2 minutes
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Advanced Planning
Estate Equalization
Estate Equalization ensures all heirs are treated fairly and promotes family harmony. See how you can help clients think through and plan for those situations.
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7 minutes
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Preparing-for-a-Change-of-Plan
Advanced Planning
Preparing for a Change of Plan
Sometimes the key to protecting your clients is helping them maintain flexibility and control. A flexible premium life insurance plan, along with a flexible trust, might be the right diversification strategy for younger clients.
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3 minutes
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Planning-for-Tax-Increases
Life Insurance
Planning for Tax Increases
Now is the time to get ahead of tax changes. As the House and Senate review bills, we have a much better idea of what future taxes might look like, and how we can help your clients plan for it.
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4 minutes
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