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.

Practice Management

Ready, Set, Go for 2024

Life's milestones deserve to be insured. Learn tactical ways to grow your business by creating memorable moments with your clients. Sometimes the best growth strategies are ones you don’t need to learn. You just need the inspiration to get started.

Paul Kingsman

January 2024 • 31 minutes

Long-Term Care

LTC University - Preparing for State-Mandated Coverage

LTC is making headlines as more states consider a tax for individuals without long-term care insurance. See why you should create a plan before it's mandated, how to keep the discussion rolling and ways to present an LTC quote clients will buy.

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Stephen Denton, Bryan Langdon

November 2023 • 30 minutes

Retirement Solutions

Redefining the Optimal Retirement Income Strategy

Retirement success looks different today, and no one knows exactly what to expect in the future. But with better metrics, we can achieve better results. Join guest presenter David Blanchett as he uses his wealth of research on retirement models to close the gaps.

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Mike McGlothlin, David Blanchett

November 2023 • 59 minutes

Retirement Solutions

Estimating the True Cost of Retirement

Retirement isn’t cheap. Preparing a solid plan starts with understanding the true cost — but calculating it is based on several variables, making it tough to estimate. Join guest presenter David Blanchett for a revised framework to guide your clients better.

Mike McGlothlin, David Blanchett

August 2023 • 60 minutes

Advanced Planning

Creating Urgency in Trust-Based Estate Planning

Prioritize your high-net-worth clients’ estate planning goals, while considering current macroeconomic factors. With current estate tax exemptions scheduled to sunset, we'll help accelerate your clients' decision-making process on trust financing options using life insurance.

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Steven Gates, Caroline Brooks

May 2023 • 37 minutes

Long-Term Care

Why Traditional LTC is Not Dead

While linked-benefit solutions often get the spotlight, the benefits of standalone LTC can be a perfect fit for some clients. Take this opportunity to brush up on the basics, so your clients can make an informed decision about their plan for long-term care.

Stephen Denton, Bryan Langdon, Matt Stieglitz

April 2023 • 30 minutes

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Retirement Solutions

Go All-In on Social Security Planning

We've seen many advisors use the Registered Social Security Analysts program to fully integrate Social Security planning into their practice. Now it's your turn! Learn how to leverage misunderstood reductions and credits, bridge the basics with advanced planning and build referrals.

Mike McGlothlin, Thomas Drapala

March 2023 • 48 minutes

Retirement Solutions

Create a New Revenue Stream with No Prospecting

We'll take you through recent case studies to show you what makes our Annuity Audit process different. You'll walk away ready to choose Ash to help you start a new dialog, add credibility and impact your bottom line.

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Mike McGlothlin, Jim Dobler

March 2023 • 32 minutes

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Advanced Planning

How to Master Benefit Restoration Planning

Implement restoration planning with your business-owner clients! This 201-level session will walk you through how to target the right clients, position an opportunity and avoid common sale mistakes so you can be prepared to start offering this important solution.

Jack Leavy

February 2023 • 26 minutes

Life Insurance

3 Term Time-Savers Your Clients Wish You Knew

With improved underwriting pre-screening and product enhancements, instant decision has changed the way your clients can get term insurance coverage. We'll highlight the best carriers and outline the ideal client profile, so your clients can get coverage on the spot.

Sam Rocke

February 2023 • 21 minutes

Working With Ash

Ready, Set, Go with Ash Brokerage

Too often, we get told "I didn't know you did that" — even from some of our top partners. And with all the resources we've launched, it's easy to have missed something that can help your business grow. Here's a quick look at Ash's best-kept-secret tools and services.

Tim Ash, Mike McGlothlin, Bryan Langdon, Randy Kitzmiller, Carly Rosswurm, Jonathan Knowles, Brian Lauber, George Wilkins, Sam Rocke, Austin Ash, Thomas Losher, Haley Chaires, Kristin Snyder, Jason O’Barr, Jim Dobler, Kim Carpenter

January 2023 • 31 minutes

Medicare Solutions

Insurance Unscripted: Medicare Solutions

Medicare isn't the focus for most advisors, but it's something clients need as they enter retirement. We'll break down the basic dos and don’ts of Medicare planning so you'll know what's covered, what options clients have and where to refer opportunities.

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Carly Rosswurm, Toni Kaplan

September 2022 • 32 minutes