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
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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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.
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2 minutes
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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.
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1 minutes
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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.
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2 minutes
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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.
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2 minutes
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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.
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2 minutes
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