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Discover-Luma-A-Trusted-Platform-for-Managing-Annuities
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!
Erin Martin
Jay-Charles-Luma
Erin Martin, Jay Charles
July 2022 • 34 minutes
Estate-Planning-Uncertain-Environment-Sam-Rocke-Tracey-Ullom-banner
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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Tracey-Ullom-circle
Sam Rocke, Tracey Ullom
July 2022 • 35 minutes
Insurance-Unscripted-LTC-Long-Term-Care-Ash-Brokerage
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.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Bryan-Langdon-Ash-Brokerage-LTC
Stephen Denton, Bryan Langdon
July 2022 • 31 minutes
Insurance-Unscripted-Retirement-Income-banner
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.
Jim-Martin-Ash-Brokerage-Retirement-Income-Consultant
Randy-Kitzmiller-Ash-Brokerage-Retirement-Income-Consultant
Jim Martin, Randy Kitzmiller
June 2022 • 34 minutes
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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-SVP-Advanced-Markets-Ash-Brokerage
Kim-Carpenter-Ash-Brokerage-CX
Sam Rocke, Kim Carpenter
May 2022 • 25 minutes
Adding DI to the Conversation
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
Tim Kukieza
April 2022 • 30 minutes
Couple-Prepares-for-Retirement-with-Social-Security
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-Ash-Brokerage-Retirement-Income-Consultant
Randy Kitzmiller
March 2022 • 12 minutes
Long-Term-Care-University-Hosted-By-Ash-Brokerage-Banner
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
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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.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Elyse-Archer-Guest-Speaker
Mike McGlothlin, Elyse Archer
January 2022 • 61 minutes
WBN-2021-01-06 1200x628NC Produce better outcomes
Life Insurance
Produce Better Term Insurance Outcomes
Informed decisions drive better results. Discover Ash Express — the only term life insurance platform that quotes based on placement probability and streamlined accelerated underwriting data. Guide cases to be issued quicker with fewer requirements and a higher rate of success.
Sam Rocke, Maria Sarci, Todd Ruplinger
January 2022 • 32 minutes
Federal-Tax-Proposals
Retirement Solutions
Federal Tax Proposals: Where Are We Now?
While details of the COVID relief, infrastructure improvement and economic recovery plan come into focus, tax implications of the plan have created new year-end planning opportunities. Learn what high-net-worth individuals and small business owners should monitor and which parts have been enacted.
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Ryan-Miller
Mike McGlothlin, Ryan Miller
November 2021 • 58 minutes
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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-Ash-Brokerage-EVP-Retirement
Dr-Kevin-Elko-Mindset-Coach
Mike McGlothlin, Kevin Elko
October 2021 • 52 minutes