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Ready-Set-Go-2024-Ash-Brokerage
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-Ash-Brokerage-Practice-Enhancement
Paul Kingsman
January 2024 • 31 minutes
WBN-2023-11-16-LTCU Banner
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.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Bryan-Langdon-Ash-Brokerage-LTC
Stephen Denton, Bryan Langdon
November 2023 • 30 minutes
WBN-RET-2023-11-09-Featured-Image
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.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
David-Blanchett-PGIM
Mike McGlothlin, David Blanchett
November 2023 • 59 minutes
Estimating-The-True-Cost-of-Retirement-notext
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-Ash-Brokerage-EVP-Retirement
David-Blanchett-PGIM
Mike McGlothlin, David Blanchett
August 2023 • 60 minutes
Creating-Urgency-in-Trust-Based-Estate-Planning-webinar
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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Caroline-Brooks-John-Hancock-Advanced-Markets
Steven Gates, Caroline Brooks
May 2023 • 37 minutes
Why-Traditional-LTC-IS-Not-Dead-crop
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
WBN-2023-04-20-RET-Generate-More-Income-NC
Retirement Solutions
How Advisors are Generating More Income with Less
Using three case studies, we'll demonstrate practical techniques to help clients reduce the risk of running out of money, shield an investment portfolio from economic turmoil and protect retirement income from long-term care expenses.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Mike McGlothlin
April 2023 • 17 minutes
WBN-2023-03-30-RET-Go-All-In-On-SS-Planning
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.
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Mike McGlothlin, Thomas Drapala
March 2023 • 48 minutes
WBN-2023-03-09
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.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Jim-Dobler-Ash-Brokerage-Retirement-Advanced-Planning
Mike McGlothlin, Jim Dobler
March 2023 • 32 minutes
How-To-Master-Beneft-Restoration-Planning-Advanced-Life-Insurance_cover
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-Principal-Advanced-Planning
Jack Leavy
February 2023 • 26 minutes
3-Term-Time-Savers-Your-Clients-Wish-You-Knew
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-SVP-Advanced-Markets-Ash-Brokerage
Sam Rocke
February 2023 • 21 minutes
Ready-Set-Go-for-2022
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