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.
Peace of Mind in a Rising Interest Rate Environment
As an alternative to premium finance, this specific approach is for your high-net-worth and ultra-high-net-worth clients who have substantial assets that generate income. Check out this brief video and case study to better understand this strategy.
Strategic Leverage to Best Serve Your Clients
Combat the concern of increasing interest rates with this premium finance life insurance strategy. The advisor guide to premium finance — along with your Ash Advanced Markets team — provides concepts for a proactive conversation on classic leverage for your wealthier clients.
Planning for the 'What-Ifs'
Get your clients thinking about their financial priorities by asking one targeted question. Then, look at the possibility of simply repositioning funds to provide LTC protection. We’re talking greater return and protection to set your clients up to leave a stronger legacy.
Your Most Difficult Conversation Made Easy
When it comes to your clients, a consultative approach and these five simple steps can help you have the conversation around income protection, while ensuring the plan makes sense and is affordable.
Ash Life Audit - Mortality Madness
Mortality tables are updated regularly and significantly affect the performance and pricing of your clients' life insurance policies. Are you confident in their coverage? A policy review with Ash Life Audit will help you find the best fit.
A Smarter Way to Earn Your RICP® Designation
Further your retirement planning knowledge and build confidence. When you join an Ash RICP® study group, you're eligible for peer support, discounts and reimbursement. It’s a great way to stay on track for your designation while growing your network.
Proactively Having the DI Conversation
When you proactively have the conversation with your clients to protect their income, you help ensure that, should an event occur, they can focus on getting better instead of worrying about how to pay the bills. Let us help you design a sensible, sellable and affordable solution for your clients.
Key to Success with Employee Retention Planning
Learn about the four Rs of key non-owner employee planning, understand if your client’s case is eligible for guaranteed issue underwriting and address nonqualified insurance-backed retirement plans for business owners. All to ensure success and reward for loyalty, while also creating employee retention.
The Biggest Challenge You Face, Confronted
Long-term care can be the most challenging — and possibly uncomfortable – discussion you have with your clients. However, with Ash, this is made simple — from how to begin the conversation and best options to putting a plan in place with the best solution.
Recommend with Confidence using Ash Express
Welcome to Ash Express. A proven platform that uses placement probability and underwriting data to drive better term life insurance outcomes. Now you can make an informed quoting decision to give your client better odds of getting the coverage they need.
Choose Your Underwriting Path with Ash Express
Life insurance underwriting has evolved. And while that means better options for your clients, it also makes it complicated. With Ash Express, you can quickly see if your quote is based on instant decision, accelerated underwriting or traditional underwriting.
Ash Express Won't Let Contracting Slow You Down
With Ash Express, you can see if you have an active selling agreement with the insurance company right next to the quote — before you present it to your clients. Because when you’re ready to move forward, there shouldn’t be anything slowing you down.