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Advanced Planning
Insurance Unscripted: Executive Benefit Plans
Life insurance and executive benefit plans are a match made in fiduciary heaven. But with so many levers to pull, where do you begin? Join a candid conversation between two experts on the trends that are working today and how to position them for success.
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Steven Gates, Tracey Ullom
July 2024 • 30 minutes
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Technology & Innovation
What The Tech? 7 Time-Saving Tips Behind The Login
When your clients expect real-time answers, the Ash Advisor Portal can help you get them quickly. Join our client experience team to walk through powerful tools that will help you combine a personalized, human touch with convenience and efficiency.
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Stephanie Wine 600
Kim Carpenter, Stephanie Robinson
June 2024 • 24 minutes
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Retirement Solutions
Social Security Optimization for Financial Advisors
Set yourself apart by helping clients go beyond the basics of Social Security planning. We’ll discuss ways to maximize lifetime income, uncover additional assets, start new conversations about guaranteed income in retirement and drive high-quality leads.
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Mike McGlothlin, Thomas Drapala
June 2024 • 45 minutes
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Disability Insurance
Exploring Business Disability: Client Profiles and Coverage
Business owners have a lot to think about, so disability insurance is not top of mind. But DI makes businesses stronger. Get the right technique to position yourself as a trusted expert, offer solutions to both owners and employees, and protect their future.
Tim Kukieza
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Tim Kukieza, George Wilkins
May 2024 • 31 minutes
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Disability Insurance
DI Basics & Beyond: Individual and Multi-Life
Whether you're new to disability insurance or if you're looking to expand you're understanding, don't miss the opportunity to equip yourself with the knowledge and tools necessary to navigate the complexities of disability insurance.
Tim Kukieza
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Tim Kukieza, George Wilkins
May 2024 • 33 minutes
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Practice Management
Be Seen and Heard: How to Amplify Yourself Online
Good digital marketing is hard to master. But aligning video or podcasting with your business goals can generate more leads. In this webinar, Elyse Archer will help you create captivating content and build visibility by leveraging your natural gifts.
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David Bruce, Elyse Archer
April 2024 • 56 minutes
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Medicare Solutions
How to Navigate the Medicare Maze
Clients nearing age 65 are bombarded with messaging about Medicare. Cut through the confusion and learn how our white-glove service can help you find the right solutions and discover ways to find Medicare opportunities throughout the year.
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Carly Rosswurm
April 2024 • 36 minutes
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Retirement Solutions
Guaranteed Income: The Forgotten Household Asset
Guaranteed income is the largest financial asset for most retirees. Yet, its role in a financial plan is generally used to fund retirement cash flow liability. Discover new methods to evaluate the true benefits and how to optimize for today’s environment.
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Jim Dobler, David Blanchett
April 2024 • 60 minutes
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Long-Term Care
LTC University: 3 Ways to Avoid Common Sales Challenges
Clients don't think they'll need long-term care insurance, and advisors don't think they know enough to sell it. That's why we're arming you with powerful ways to avoid common sales challenges and showing you how to move from "you should" to "I'm glad I did."
Stephen Denton, Bryan Langdon, Amy Lozier
March 2024 • 27 minutes
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Retirement Solutions
Driving Sales Through Social Security Optimization
In partnership with RSSA®, The National Association of Registered Social Security Analysts, you can be a Social Security expert. Education. Technology. Marketing. Support. Build your sales funnel, fill seats at events and open the door to new opportunities.
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Mike McGlothlin, Thomas Drapala
March 2024 • 50 minutes
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Life Insurance
The Inside Scoop: What Two CEOs Think About the Future of Term
Get a behind-the-scenes look at the discussions shaping the term life insurance market. Using Legal and General America's new FlashTerm product as inspiration, you'll gain unparalleled insights from two industry leaders and be at the forefront of future innovation.
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Mark-Holweger-President-CEO-Legal-General-America
Tim Ash, Mark Holweger
February 2024 • 26 minutes
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Helping Clients Maximize Social Security Income
Clients are typically misinformed about Social Security. And that leaves you with a key planning opportunity. Join us to unlock strategic planning opportunities that reduce potential tax exposure, maximize total value and pave the way for a secure retirement.
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Randy Kitzmiller, Kegan Morris
February 2024 • 33 minutes