As your partner, we’re always working behind the scenes to develop tools and resources that make your practice even better. Check out some of our latest ideas to help you do what you do a little more effectively.

Underwriting PreView

Gather your clients’ health information online, without asking uncomfortable questions.

Get The Details

Ash Express

Experience the most straightforward, easy-to-use term platform available. Really.

Simplify Your Term

Case Status

Control every aspect of your cases from pending requirements to case history and reporting.

Stay Up to Date

In-force Policies

Uncover opportunities with policies you’ve sold that are at risk of lapsing or expiring.

Discover In-force Vision

Training Videos

Helpful Tutorials for Advisor Portal

Watch these quick overview videos to walk through some of the most commonly accessed tools you'll need to get started working with Ash.

Managing Your Cases Online

Look up current and past cases by status, see outstanding requirements, sort and export data.

February 2023 |

2 minutes

Completing Your Online Contracting

This short tutorial will help you navigate the online contracting system after you've completed your initial profile setup.

December 2022 |

3 minutes

Navigating the Advisor Portal

Using the homepage titles and two navigation menus, you can get what you need – quickly.

March 2021 |

2 minutes

Discovering Your Ash Team

There's no need to navigate everything on your own! See how your Ash team can help at each step along the way.

June 2020 |

3 minutes

Not sure who to call? No problem.

We'll help you find some friendly faces who can answer your questions or get you to someone who can.

Find a Contact

Matt Erpelding Speaks to Advisors at Ash Brokerage Continuing Education Event

Advanced Planning

Present Technical Cases. Confidently.

Complicated cases? From tax diversification and business solutions to wealth transfer and estate planning, we can’t get enough. See how we’ve helped business owners and high-net-worth individuals in all kinds of situations.

Advanced Planning

Practice Management

Enhance Your Excellence

You already have momentum. We’ll help you block distractions and focus on the areas of your business that give you the most satisfaction. Through content and coaching, our Practice Management resources offer practical solutions for your everyday challenges.

Get Started

Industry News

Important changes you need to know

For a complete list of carrier news, please log in to the Advisor Portal.

Life Insurance

New Exam-Free, Instant Decision Term Life Product

In partnership with Legal & General America, Ash Brokerage is proud to announce the addition of FlashTerm, the latest instant term product available exclusively on Ash Express.

Nikki Parker

November 2023 • 0-min read

High-Income-Couple-Plans-For-Individual-Life-Insurance

Featured Case Study

If you have high-income-earning clients who have maximized qualified plan contributions, see how life insurance can create tax-free income.

Steven Gates

June 2021 • 1-min read

Read Case Study

Increase Your Skills.

How do I get insurance for a business loan agreement in minutes?

Competitive pricing. A high instant issue face amount. An immediate decision for those who qualify, with no labs or medical exams. Ash Instant is a great option for clients seeking term life insurance coverage.

How do I bridge the Social Security gap?

Social Security could have a 24% reduction in benefits by 2034 if changes are not enacted by Congress. By preparing now, clients can avoid the loss of future benefits. Experience the first product, EVER, to protect against a reduction in Social Security benefits.

How can I help my clients achieve tax diversification?

We’re talking a lot about taxes. We know they can’t stay this low forever, so there’s an opportunity here for you to help your high-earning clients prepare for potential changes based on how taxes have evolved in the past. Life insurance can help with that.

Featured Content

Fresh ideas to keep up the momentum

Retirement Solutions

The Value of Pension Risk Transfer

With a single PRT solution, you get a triple win. Business owners get a risk off their books. Employees get stability for their defined benefit pension and security in their retirement plan. Advisors get a paycheck and a network of potential referrals.

April 2024 |

2 minutes

Retirement Solutions

Guaranteed Income: The Forgotten Household Asset

Guaranteed income is the largest financial asset for most retirees. Yet, its role in a financial plan is generally used to fund retirement cash flow liability. Discover new methods to evaluate the true benefits and how to optimize for today’s environment.

Jim-Dobler-Ash-Brokerage-Retirement-Advanced-Planning

Jim Dobler, David Blanchett

April 2024 • 60 minutes

Life Insurance

Why Key Employees Need Benefit Restoration

While company-paid group life and disability insurance is beneficial, it is not equally valuable to each employee. Higher salaries can put key employees at a disadvantage. Restoration of benefits can make executives and key employees whole again.

March 2024 |

2 minutes

Retirement Solutions

Bridging the Gap Between Early Retirement and Social Security

Delaying Social Security benefits can have significant financial advantages in the long run. For clients who want to retire early, annuities can serve as a powerful tool to bridge the income gap during the years you delay taking Social Security income.

March 2024 |

3 minutes

Retirement Solutions

Driving Sales Through Social Security Optimization

In partnership with RSSA®, The National Association of Registered Social Security Analysts, you can be a Social Security expert. Education. Technology. Marketing. Support. Build your sales funnel, fill seats at events and open the door to new opportunities.

Mike-McGlothlin-Ash-Brokerage-EVP-Retirement

Mike McGlothlin, Thomas Drapala

March 2024 • 50 minutes

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

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, 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.

Caroline-Brooks-John-Hancock-Advanced-Markets

Steven Gates, Caroline Brooks

May 2023 • 37 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

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.

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.

Mike McGlothlin, Jim Dobler

March 2023 • 32 minutes

Ready to dive back in?

We're ready to help you impact more lives and discuss your next opportunity. As always, thanks for your business.