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Mike McGlothlin
EVP, Retirement Solutions
Mike Mc Glothlin Ash Brokerage Retirement
Mike.McGlothlin@ashbrokerage.com
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors. Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space. As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
Ash Compliments Your Disability Options

With a variety of available disability insurance plans, you’ll be able to help clients in a variety of different occupations and circumstances, including business owners, find the best income protection solution.
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Advanced Planning
Annuity Arbitrage: The Good. The Bad. The Not-So-Ugly.
Sometimes, the interest-rate environment creates a can't-miss opportunity. This is one of those times. Learn how to put high annuity rates and lower life premiums to work for your clients with annuity arbitrage.
Sam Rocke, Tim Ash, Mike McGlothlin
September 2024 • 32 minutes
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Disability Insurance
Using Disability Insurance to Protect Your Client's 401(k)
Employees without disability insurance often pull from their 401(k) accounts to cover expenses in the event of an injury or illness. This can have a long-term effect on their retirement. This strategy can protect your client's retirement assets while overcoming disability insurance's most common objection – the cost.
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Brian Lauber
September 2024 • 1-min read
Pension Risk Transfer Marketing

Every advisor needs a sustainable marketing strategy to win prospects. Pension Risk Transfer (PRT) marketing is one way to do it. We help you generate income in the defined benefit plan termination market by identifying prospects, accessing technical expertise, and deliver solutions.
Removing Pension Liability

Pension plans have been creating financial havoc for years. Volatile balance sheet liabilities, increased government fees, high professional fees and looming required contributions are causing sponsors to want to shed their pension plans. The answer to de-risking lies in the approach.
Responding to the Supreme Court's Connelly Decision

Reviewing your business owner clients’ buy-sell agreements is essential as our industry evolves. Specifically, learn more about how the recent decision in Connelly vs. the U.S. could impact buy-sell agreements funded with life insurance, and how to get ahead of any unwanted surprises.
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Retirement Solutions
Don-Graves-Guest-Speaker
Featured Speaker
Don Graves
Using Housing Wealth for Retirement Income
October 3, 2024 - 11 a.m. EDT

Historically, reverse mortgages have been overlooked or considered a last resort — but that perspective is rapidly changing. Turn equity into income and see how to create a tax-free reserve that grows more than 6% annually.

Register Now
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Retirement Solutions
How an Annuity Audit Added Income and Reduced Fees
For clients who have older annuities they haven't looked at it years, an Annuity Audit could uncover products that better align with their needs. Here's an example of how one client switched to an FIA and increased her annual income by about $30,000, reduced her fees 52% and eliminated market risk.
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Jim Dobler
September 2024 • 1-min read
Long-Term Care Support Resources

Helping your clients plan for long-term care is important. Don't navigate it alone. With Ash's resources, you can get the expertise you need from start to finish to ensure your clients spend their final years the way they want. From training and client consultations to assistance with the application, we've got you covered.
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Medicare Solutions
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Featured Speaker
Carly Rosswurm
Preparing Clients for Medicare Annual Enrollment
September 17, 2024 - 2 p.m. EDT

Medicare Annual Enrollment is right around the corner. Gear up with Ash! We'll arm you with answers to common questions and guide you through how to help clients get coverage – without having to be the Medicare expert.

Register Now
Cash-Value
Life Insurance
What is Cash Value Life Insurance
Lifelong coverage. Tax-deferred growth. The ability to borrow against the policy. Depending on your client's risk tolerance and financial goals, these could be achieved with a cash value life insurance policy. Find out how it works and the costs involved.
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Financial Industry
The Washington Update: Strategies for Financial Planners
Get a nonpartisan overview of the political environment and prospective legislation. From budget bills to tax timebombs, learn how the fiscal state of the country, including Social Security reform and upcoming tax reforms, can impact your business.
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Mike McGlothlin, Jeff Bush
August 2024 • 61 minutes