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
What is Cash Value Life Insurance
Lifelong coverage. Tax-deferred growth. The ability to borrow against the policy. Depending on your client's risk tolerance and financial goals, these could be achieved with a cash value life insurance policy. Find out how it works and the costs involved.
Disability Insurance
Key Person Disability Insurance
For business owners, people are both their biggest asset and biggest risk. Key person disability insurance can be a strategic tool for cash flow and leverage — safeguarding their business in ways you might not have thought possible.
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2 minutes
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Life Insurance
How Annuity Arbitrage Can Beat The 4% Rule
Income. Longevity. A guaranteed return. All the conditions are aligned to allow your clients to leverage the price discrepancies between insurance products. Walk through this clever way to build a tax-efficient legacy with predictable lifetime income.
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3 minutes
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Life Insurance
Lock in a Guaranteed Rate Of Return with Annuity Arbitrage
By combining life insurance and the income from an annuity, you can create guaranteed cash flow and a guaranteed return of principal — with a guaranteed internal rate of return of over 7% at life expectancy. Watch to see how it works!
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3 minutes
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Financial Industry
DOL Fiduciary Rule Put On Hold
The FACC, along with other smaller trade associations, has successfully filed an injunction against PTE 84-24, allowing independent agents to delay compliance until the final decision by the Fifth District Court. Find out what that means to you and what's next.
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3 minutes
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Disability Insurance
A Profitable Addition to Your Business
Unlike life insurance, disability insurance has renewals that pay year after year. As long as the clients keep their policy, you keep getting paid – meaning financial stability and predictability. Find out how it works and how you can stack renewals to make DI a profitable part of your business.
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1 minutes
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Retirement Solutions
Starting an Electronic Annuity Application
With an e-App, you can have your client to sign electronically or print the application for them to sign — but everything will be in good order before submission.
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3 minutes
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Retirement Solutions
Collecting Wet Signatures for an Annuity e-App
With an electronic annuity application, you can still have your client sign with a wet signature. This tutorial shows you how to print a completed e-App form and upload the signed pages into the Luma platform for submission to a carrier.
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3 minutes
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Retirement Solutions
Collecting an Electronic Signature for an Annuity e-App
With an electronic annuity application, your client can complete the process digitally, with no paper or wet signatures needed. This tutorial walks you through how to access the Firelight platform inside Luma, to send an app for signing via email.
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2 minutes
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Retirement Solutions
How to Digitally Sign an Annuity Application
This tutorial walks you through how to complete your annuity application through an online portal. Once you've received a link from your advisor, follow the steps in this video to review the information in your app and add your electronic signature.
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2 minutes
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Long-Term Care
The Unseen Cost of Caregiving - Bryan's Story
The burden of providing care for aging parents usually falls on the sibling who lives closest. Hear from Bryan Langdon, Ash's national spokesperson for LTC, about his personal experience — and why clients should think hard about their plan.
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7 minutes
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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.
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2 minutes
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