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Mike McGlothlin
EVP, Retirement Solutions
Mike McGlothlin 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.
Life Events Timeline

As clients age, their insurance needs change based on life events. From foundation to final expenses, this timeline will help you quickly guide a conversation and identify opportunities based on different life stages including protection, foundation, accumulation and legacy.
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Life Insurance
Solutions for Every Stage of Life
As a financial planner, you set yourself apart by being there for all your clients' financial needs. But when those needs call for insurance, it can be intimidating to know what to suggest. Well, good news! The holistic planning resources you need are just a click away.
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Sam Rocke
September 2023 • 3-min read
Structuring Life Insurance Policy Ownership

There's no "one size fits all" answer for deciding who should own a life insurance policy that is being used for estate planning purposes. But, these considerations can help you compare beneficiary-owned and trust-owned policies to get the discussion started.
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Medicare Solutions
Navigating the Nuances of Medicare
If you aren’t familiar with the ins and outs of Medicare, getting the right coverage can be a challenge. Learn how this advisor tapped into an expert and found a way to exchange his client’s Medicare Advantage plan to something that fit the needs of his changing health.
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Carly Rosswurm
September 2023 • 1-min read
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Disability Insurance
You Sold Term — Now Do This
DI addresses a life-altering event, not a life-ending event. Many advisors position term life insurance as income protection. See how to use the same logic to initiate an additional proactive conversation about protecting income in the event of a disability.
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Comparing Today's Long-Term Care Alternatives

Clients have more choices for long-term care planning than ever before. As an advisor, the key is understanding what they are and when they’re appropriate, so you can guide them through the decision-making process. This chart highlights the pros and cons of four common solutions.
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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.
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Mike McGlothlin, David Blanchett
August 2023 • 60 minutes
Accelerated Underwriting Fluidless Carriers

Fluidless, accelerated, express, simplified – no matter the words you use, one thing is certain: More and more insurance companies are offering streamlined underwriting processes. This cheat sheet will give you an overview of the programs available and if your clients qualify.
The Foundation to All Financial Plans

A financial plan has many important pieces, but your client’s ability to earn an income makes everything else possible. People insure their homes, cars and personal property, yet fail to insure the thing that makes it all possible. See how to protect their income with disability insurance.
A Guide to Income Protection

Disability insurance works for your clients when they can’t. It keeps their families in their homes, children going to school and future plans in motion. This guide walks you through the need for DI, how to identify clients, key questions to ask to start the conversation and next steps.
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Retirement Solutions
Free Up Assets with Annuity Audit
If your client is looking for a higher income payout in retirement than what their current annuity is offering, you need to consider other options. See how the Ash Annuity Audit can make the evaluation process simple and help you uncover more solutions.
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Randy Kitzmiller
August 2023 • 1-min read
Long-Term Care PreView Tool

LTC PreView ensures you have the right product, with the right carrier, quoted at the right price – no awkward conversations, frustrating delays or reselling needed. See how to use our pre-underwriting tool to send your clients a personalized, secure long-term care questionnaire.