2021-Fall-Advisor-Forum-Take-Cash-Off-The-Sidelines

Grow your business without having to get new clients! Ash Brokerage created several resources to help you mine in-force data to generate more opportunities. We'll show you solutions for managing in-force policies, conducting efficient policy reviews and creating results for your clients.

Sam Rocke, Todd Ruplinger, Bryan Haas, Austin Ash

November 2021 • 42 minutes

Life Insurance

Don’t Fumble Income Replacement

Clients need to protect their family and their paycheck. Make the handoff from term opportunities to disability insurance with a holistic income replacement strategy. Discover unique answers including Ash Instant life insurance, finding the right balance with DI and making coverage easy.

Sam Rocke, Tim Kukieza

October 2021 • 43 minutes

Practice Management

Vision for Victory

The difference between being an over-developed survivor or a developed achiever comes down to staying focused on your end goal. Remove mental clutter and develop a concrete process to reach your goals. Dr. Kevin Elko discusses the five steps that will help you create a vision for success.

Mike McGlothlin, Kevin Elko

October 2021 • 52 minutes

Life Insurance

Your Playbook for a New Tax Environment

Clients need to protect their family and their paycheck. Make the handoff from term opportunities to disability insurance with a holistic income replacement strategy. Discover unique answers including Ash Instant life insurance, finding the right balance with DI and making coverage easy.

Sam Rocke, Matt Erpelding

October 2021 • 40 minutes

Retirement Solutions

Retirement Solutions for Business Owner Clients

Many business owners spend so much time growing their business, they fail to prepare for the needs for the future — both for themselves and the business. Watch to learn how clients can maximize deductions when starting a business, transfer risk and have a strategy to exit.

Jim-Martin-Ash-Brokerage-Retirement-Income-Consultant

Jim Martin, Steve Pilger

September 2021 • 42 minutes

Greater-Acculumulation-More-Value-Nationwide-IUL

Life Insurance

Greater Accumulation. More Value.

Fuel the opportunity for consistent returns and better outcomes by exploring Nationwide's transparent, low-cost New Heights IUL Accumulator 2020. Your clients will benefit from the proprietary uncapped accumulation and a design that delivers long-term performance.

John-Elder-National-Life-Specialist-Annexus-Group

Sam Rocke, Jon Elder

September 2021 • 36 minutes

Life Insurance

The Shift From Guarantees: How to Pivot

The move away from lifetime guarantees makes it necessary to pivot your business in a way that gives your clients upside potential and future flexibility. By leveraging certain IUL and VUL options, such as John Hancock's cash-value-driven products, clients can get more and pay less.

Sam Rocke, Justin Kemp

August 2021 • 31 minutes

Retirement Solutions

Create Liquidity with Income Alpha

There’s a misconception that annuities can limit liquidity. Using our exclusive JourneyGuide software and Income Alpha approach, we’ll demonstrate why annuities allow a portfolio to generate more income while using fewer assets. You'll increase revenue while taking assets out of the account.

Mike McGlothlin, Gary Moorman

August 2021 • 58 minutes

Long-Term Care

Day 3 - Long-Term Care University: Summer Session

Long-term care policies can only stand the test of time if the financial stability of insurance carriers is solid. In Day 3 of LTC University, we're joined by two experts who break down pricing basics and rate increases, carrier balance sheets, industry trends and more.

Chad Eyrich

July 2021 • 86 minutes

Long-Term Care

Day 2 - Long-Term Care University: Summer Session

Competency. Confidence. Credibility. These are the 3 Cs the CLTC training provides. In this LTC University session, we discuss ongoing training, resources for pre-underwriting, success stories with real clients and what to expect during the LTC claims process.

Chad Eyrich, Celeste Cobb, Matt Stieglitz

July 2021 • 96 minutes

Long-Term Care

Day 1 - Long-Term Care University: Summer Session

If you need motivation to find your “why” for long-term care planning, this is a can’t-miss session. We also cover what’s going on in the LTC market – from rate increases to Washington state legislation, the true cost of self-insuring and more.

Chad Eyrich, Annalee Kruger, Bryan Langdon

July 2021 • 96 minutes

Technology & Innovation

Ride the Wave: An Ash Innovation Event

A new website. A better tool for policy management. A new term insurance solution. You've shared feedback on what you need, and we've been working to make it happen. See how recent product launches can help make your business stronger, faster and more profitable.

Tim Ash, Todd Ruplinger

July 2021 • 33 minutes