Create a New Revenue Stream with No Prospecting
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Stay in front of clients — without having to talk about why their portfolio is down
Start a new dialog. Add credibility. Impact your bottom line. Find exponential growth — by offering an objective review of existing annuity contracts.
Whether you sold it or not, Ash’s transparent Annuity Audit provides a detailed report that either reaffirms the current product or finds opportunities to meet changing needs.
We take you through what makes our process different using three recent case studies. You’ll walk away ready to:
- Leverage our expertise to save time and resources (it’s free!)
- Reevaluate whether an annuity is still meeting your client’s evolving goals
- Educate your clients on your recommended action
- Reposition existing assets to generate more income or leave a legacy
- Connect with opportunities — and turn them into revenue
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.
Jim Dobler joined Ash in Jan. 2022 to develop our new Retirement Advanced Planning department. As a self-proclaimed data nerd with over 20 years in the industry, he loves looking at existing policies and comparing the solutions available on the market. In previous roles, Jim has been a financial advisor, a wholesaler, the head of sales for CANNEX and the president of an insurance agency.