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The-Basics-of-Legacy-Planning 2020-06
Life Insurance
The Basics of Legacy Planning
Everyone is philanthropic. Everyone leaves a legacy at their passing. The question is who do you want your legacy to go to? Family? Charity? The IRS? Watch as we talk about how to pass on values and resources to the next generation.
Sam-Rocke-SVP-Advanced-Markets-Ash-Brokerage
Sam Rocke
June 2020 • 31 minutes
Using-In-Marriage-QDROs-for-Estate-Planning
Retirement Solutions
Using In Marriage QDROs for Estate Planning
You might have thought a qualified domestic relations order (QDRO) was reserved for couples in divorce. But for married couples, QDROs provide a unique planning opportunity to gain assets and assist in retirement income planning. Watch to learn the requirements and best use cases.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
Stephanie-Prestridge-Guest-Speaker
Mike McGlothlin, Stephanie Prestridge
April 2020 • 62 minutes
Long-Term Care
The Technology That is Changing Long-Term Care
You use digital tools to find a ride or order food. And you can use technology to simplify complex planning. See how our LTC PreView underwriting pre-screening tool ensures you have the right product and price — and how the LTC Discussion Tool can guide the conversation.
Chad-Eyrich-Ash-Brokerage-LTC
Chad Eyrich
January 2019 • 28 minutes