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.

Advanced Planning

Employee Retention Strategies That Work

Life insurance-based reward and retention are the answer to providing key non-owner employees an efficient pre-tax solution for retirement savings. In this webinar, we use Principal’s new executive carve-out, guaranteed issue term program as a solution.

Matt Erpelding, Patti Bell, CPA, CLU

August 2022 • 41 minutes

Disability Insurance

Insurance Unscripted: Disability Insurance

As the American workplace continues to change, the disability insurance industry is also evolving. Tune in to hear how the story has shifted, how to find opportunities and why DI still one of the most important parts of a sound financial plan.

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Tim Kukieza, Steven Bressler

August 2022 • 32 minutes

Retirement Solutions

Discover Luma: A Trusted Platform for Managing Annuities

Through tailored risk tolerance, side-by-side comparisons and supporting marketing materials, you’ll know that your product choice is suitable and be able to recommend with confidence. Learn more about the new Ash Annuity Hub — powered by Luma!

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Megan Easton, Jay Charles

July 2022 • 34 minutes

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Advanced Planning

Estate Planning in an Uncertain Environment

Discover three estate planning strategies using life insurance we see working today and into the future. Ranging from simple to advanced planning, the concepts can help clients create a legacy and take a wealth transfer action without delay.

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Sam Rocke, Tracey Ullom

July 2022 • 35 minutes

Long-Term Care

Insurance Unscripted: Long-Term Care

Ever wondered how other advisors are talking about long-term care and working it into their practice? Now’s your chance to find out. Pulled directly from real conversations, listen to what our LTC team is hearing from advisors, carriers and the states.

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Stephen Denton, Bryan Langdon

July 2022 • 31 minutes

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Retirement Solutions

Insurance Unscripted: Guaranteed Income in Retirement

Income is a big deal in retirement, and something clients are probably thinking about. But with just a little repositioning, you can increase retirement income, help your clients protect against risk or even leave a greater legacy using existing assets.

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Jim Martin, Randy Kitzmiller

June 2022 • 34 minutes

Life Insurance

TECHnically Speaking: Life Insurance Made Easy

Sell, process and manage life insurance easier with Ash's core platforms. We take you through the technology to show you how to generate new opportunities from prior sales, evaluate existing coverage and get a new policy quicker.

Sam Rocke, Kim Carpenter

May 2022 • 25 minutes

Disability Insurance

Adding DI to the Conversation

Disabilities happen, and protecting against them is an important part of any financial plan. Learn how to target clients willing to have a DI conversation, key life stages where disability insurance is needed and five easy steps to open a meaningful dialog.

Tim Kukieza

April 2022 • 30 minutes

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Retirement Solutions

Planning Opportunities Using Social Security

Clients are typically misinformed about Social Security. And that leaves you with a key planning opportunity. Watch to see how you can guide clients to make better decisions now that can set them up for retirement income success.

Randy Kitzmiller

March 2022 • 12 minutes

Long-Term Care

LTC University - Spring 2022

Our most popular 3-day series is now a rapid-fire cram session on long-term care planning. In just 90 minutes, you’ll get updates on the current LTC landscape, prescreening and underwriting tools, and success stories from four carriers.

Stephen Denton, Matt Stieglitz, Bryan Scott, Rob Johnson, John Gibbons, Matt Redick, Tim Vannoy

March 2022 • 79 minutes

Life Insurance

Essential Rules for Estate Planning in 2022

Today's estate tax laws will change. Learn how to pass the most value onto their beneficiaries by getting ahead of how changes will affect your clients. Leveraging the benefits of tax-free life insurance, while maintaining cash flow and putting today's taxes to use.

Sam Rocke, Matt Erpelding

February 2022 • 25 minutes

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Practice Management

Superhuman Sales: The Secret to Exponential Growth

Instead of following the same process as you have in years past, most likely earning the same results, make 2022 your time to shatter old habits to see real results. It’s time to change the way you see yourself and your business.

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Mike McGlothlin, Elyse Archer

January 2022 • 61 minutes