Watch when you want. If you missed a live session, search our library of free, on-demand webinars for financial services professionals. Invest 30 or 60 minutes. Expand your understanding. Improve your sales process. Grow your business. And then put it into action by reaching out to the webinar host or contacting us.

These webinars are intended for financial professional use only and are not to be reproduced or shown to clients.

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Advanced Planning

Annuity Arbitrage: The Good. The Bad. The Not-So-Ugly.

Sometimes, the interest-rate environment creates a can't-miss opportunity. This is one of those times. Learn how to put high annuity rates and lower life premiums to work for your clients with annuity arbitrage.

Sam Rocke, Tim Ash, Mike McGlothlin

September 2024 • 32 minutes

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Financial Industry

The Washington Update: Strategies for Financial Planners

Get a nonpartisan overview of the political environment and prospective legislation. From budget bills to tax timebombs, learn how the fiscal state of the country, including Social Security reform and upcoming tax reforms, can impact your business.

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Mike McGlothlin, Jeff Bush

August 2024 • 61 minutes

Financial Industry

Insurance Unscripted: DOL Fiduciary Rule

The DOL Fiduciary Rule was set to change the way financial professionals do business. Listen in as Marc Cadin, CEO of Finseca, and Mike McGlothlin break down what happens now.

Mike McGlothlin, Marc Cadin

August 2024 • 42 minutes

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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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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.

Mike McGlothlin, Thomas Drapala

June 2024 • 45 minutes

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.

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Tim Kukieza, George Wilkins

May 2024 • 31 minutes

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, 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

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.

Carly Rosswurm

April 2024 • 36 minutes

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

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