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
Balancing Your Tax Exposure Using Life Insurance
Tax diversification is just as important as “beating the stock market.” In this example, see what it might look like if you only have nonqualified assets and how life insurance can help create a bucket of tax-free money to improve overall financial success.
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2 minutes
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Life Insurance
Ash Term Express - Express App
Regardless of whether you choose Instant Issue, Accelerated Underwriting or traditional underwriting, Ash Term Express makes the submission process easy. See how it guides you through the process based on client eligibility, without having to duplicate information.
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3 minutes
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Managing Your Cases Online
Look up current and past cases by status, see outstanding requirements, sort and export data.
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2 minutes
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Life Insurance
Enhancements to Ash Instant Term
Ash Instant, an industry-leading instant decision term product, is now even better. We’ve added enhanced underwriting screening to push the likelihood of an instant decision to almost 80%. And, with our contracting process and a conversion option, you have more opportunities.
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2 minutes
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Life Insurance
Don't Spend Time on Term
There's a better way to sell term life insurance — and it starts with instant decision products. Take days and turn them into minutes. Improve your client experience. Place policies faster so you can focus on what matters most while offering the same protection.
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1 minutes
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Completing Your Online Contracting
This short tutorial will help you navigate the online contracting system after you've completed your initial profile setup.
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3 minutes
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Running a Quote
Ash Express takes the guesswork out of term quotes. Using insights about health guidelines and underwriting programs, we make it easy to identify the best match in every situation. And, you can save your quotes for quick retrieval.
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2 minutes
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Life Insurance
Success with the Annuity Arbitrage Strategy
A proven strategy that only gets better as rates go up? We have the solution for you and your high-net-worth clients. With the Annuity Arbitrage Strategy, those clients could have a higher yield on their fixed income instruments, while also providing an estate tax-free death benefit.
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3 minutes
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Long-Term Care
Finding Funding for LTC - Idle Assets
If clients want to self-fund long-term care, discuss transferring the risk to an insurance company by repositioning existing assets that are no longer meeting their needs. That may include cash value life insurance policies, CDs, money market accounts, or annuities taking RMDs
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3 minutes
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Disability Insurance
Protecting Business Owners from Disability
Your business owner client is ready to grow. Maybe start an expansion, or bring on a new partner. With a business overhead expense (BOE) DI policy or a business loan protection (BLP) rider, you can provide a safety net in case they get disabled along the way.
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3 minutes
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Medicare Solutions
Medicare Solutions Referral Program
Let Ash handle your Medicare cases from start to finish ... and still get paid. Refer your clients to us and we will speak with them directly — providing the right product to solve their needs and then handling the application paperwork.
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1 minutes
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Advanced Planning
Serving Up an Alternative for a Buy-Sell Agreement
In this recent success story, hear how life insurance, when properly structured, can fund a buy-sell agreement. With a business continuation general partnership buy-sell plan, you can serve clients’ retirement needs in the future, while serving the buy-sell now.
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2 minutes
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