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.

Life Insurance
Creating Family Harmony with Estate Equalization
Estate equalization isn't just about assets. It's about family, harmony, and legacy. Life insurance can create liquidity, so every child can be compensated equally without compromising cherished assets like a family business or vacation home.
  |  
2 minutes
  |  
Advanced Planning
Make Charitable Giving Easier with Life Insurance
If you're working with philanthropic clients, life insurance can be an effective strategy to maximize giving. Whether naming a charity or purchasing a new policy, here's a quick overview of how clients can create a larger donation at a lower cost.
  |  
2 minutes
  |  
Jake-DI-Testimonial-Ash-Brokerage
Disability Insurance
What Top DI Agents are Saying About Ash Brokerage
With more than 250 paid DI cases, this group of agents knows what's important when discussing disability insurance. See how they use Ash Brokerage to find solutions — and why they keep coming back to the experts for income protection.
  |  
1 minutes
  |  
Retirement Solutions
The Value of Pension Risk Transfer
With a single PRT solution, you get a triple win. Business owners get a risk off their books. Employees get stability for their defined benefit pension and security in their retirement plan. Advisors get a paycheck and a network of potential referrals.
  |  
2 minutes
  |  
Life Insurance
Why Key Employees Need Benefit Restoration
While company-paid group life and disability insurance is beneficial, it is not equally valuable to each employee. Higher salaries can put key employees at a disadvantage. Restoration of benefits can make executives and key employees whole again.
  |  
2 minutes
  |  
Long-Term Care
How To Use LTC PreView
See how to access our long-term care prescreening tool, LTC PreView, on the Ash Advisor Portal. You'll get a walkthrough of what clients will see and how you can use the platform to gather information, improve client experience and avoid unnecessary delays.
  |  
2 minutes
  |  
Long-Term Care
An Advisor's Story: How LTC PreView Increased Efficiency
Hear from your peer! Advisor Damon Strickland is no stranger to long-term care opportunities. But when he adopted Ash's LTC PreView prescreening tool into his process, efficiency followed. See why it helps get field underwriting right — right from the start.
  |  
11 minutes
  |  
Retirement Solutions
Bridging the Gap Between Early Retirement and Social Security
Delaying Social Security benefits can have significant financial advantages in the long run. For clients who want to retire early, annuities can serve as a powerful tool to bridge the income gap during the years you delay taking Social Security income.
  |  
3 minutes
  |  
Long-Term Care
What To Expect With LTC PreView from Ash Brokerage
Applying for long-term care insurance can be full of unknowns. LTC PreView helps you and your advisor get answers, right from the start — through a secure, online form. Speak to your advisor to get started so you can get the coverage you need at the right price.
  |  
2 minutes
  |  
what-to-expect-after-submitting-life-insurance
Financial Industry
What To Expect After Submitting Your Life Insurance Application
Your clients signed a life insurance application. What now? This short, informational video will help them feel better and set expectations for the post-submission new business app process — so you'll spend less time answering common questions.
  |  
4 minutes
  |  
Turning-Up-the-Heat-Using-Term-Life-Insurance
Disability Insurance
You Sold Term — Now Do This
DI addresses a life-altering event, not a life-ending event. Many advisors position term life insurance as income protection. See how to use the same logic to initiate an additional proactive conversation about protecting income in the event of a disability.
  |  
3 minutes
  |  
LTC-PreView-Dont-Guess-Know-Ash-Brokerage
Long-Term Care
LTC Preview — Don't Guess. Know.
Field underwriting for long-term care insurance should always start with accurate information. The more we know upfront, the better we can quote a price and design a plan that will get issued. Get it right, right from the start, with LTC PreView.
  |  
1 minutes
  |