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.
Advanced Planning
Key Employee Retention with Three Proven Strategies
Now is the time to proactively discuss key employee retention planning. These three proven insurance-based and key employee retention strategies are effective in incentivizing essential non-owner employees.
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2 minutes
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Life Insurance
Adapting Strategies for a Changing Environment
With the first installment of our three-part series, we're taking a timely dive into estate planning - starting relatively simple and progressively adding to the complexity each month - in order to best serve your clients in a rising interest rate environment.
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4 minutes
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Disability Insurance
Replacing Lost Revenue if an Essential Employee Becomes Disabled
Key person disability insurance is a crucial part of putting together a comprehensive plan for your business owner clients. Watch this video to take a consultative approach and be proactive if a key revenue producer in the business becomes disabled.
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2 minutes
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Long-Term Care
Overcoming Common Concerns with Long-Term Care
Today's solutions for long-term care insurance provide different guarantees and regulations to ensure your clients are locked into the best rates possible for them and protect the assets in their portfolio. Hear the latest solutions and begin the conversation.
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4 minutes
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Retirement Solutions
Selecting a Product and Rate - Annuity Hub
Checking annuity rates is easier than ever through Ash’s new Annuity Hub, powered by Luma Technologies. Access a centralized source of accurate, up-to-date data across all annuity types, including FIA, RILA, Fixed, and SPIA/DIA.
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4 minutes
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Retirement Solutions
Comparing Head-to-Head Performance - Annuity Hub
Compare annuity different products, income riders and crediting strategies side by side, including growth and income projections. It’s great for documenting suitability, helping you land on the optimal product before ever running an illustration.
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4 minutes
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Retirement Solutions
Configuring Products for the Efficient Frontier – Annuity Hub
It’s easy to maximize return at a given level of volatility through Ash’s new Annuity Hub, powered by Luma. Using the same methodology as the NAIC, charts let you visualize account value, predicted income and combinations of crediting strategies.
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5 minutes
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Long-Term Care
Starting the Long-Term Care Conversation
See how the long-term care conversation is changing and learn three approaches you can use to get started. Remind clients that difficult planning topics are exactly why they chose to work with you. It may seem uncomfortable at first, but take it one step at a time.
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2 minutes
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Advanced Planning
Providing Tax-Efficient Solutions for Business Owners
Life insurance can offer business-owner clients a post-tax retirement plan that allows for tax-deductible contributions, tax-deferred growth, the exclusion of other employees and no limits that traditional retirement plans face.
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2 minutes
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Life Insurance
Going Above and Beyond for the Best Client Outcomes
When it comes to your corporations with large capital and cash-rich clients with short-term assets, repositioning safe assets with an indexed product can help take the bank out of the middle when it comes to a BOLI-like alternative - likely earning your clients an income above what they were earning before.
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4 minutes
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Disability Insurance
Supplementing Employer Provided Group DI
Let your trusted disability insurance team at Ash help you design and understand the strategy of supplemental coverage for your clients with group LTD insurance - putting your clients in a strong financial place.
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3 minutes
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Retirement Solutions
Using Annuities to Open an Income Conversation
Annuities help reduce RMDs and improve retirement cash flow, but many clients remain unaware of their benefits. Illustrate how a QLAC can help a client with significant assets reduce taxes and defer income. Even if you don't sell an annuity, you'll start a conversation around stabilizing retirement income.
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4 minutes
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