I help advisors in Florida ensure that their clients are ready for a successful retirement. When working together, we can optimize retirement income and create new sources of guaranteed income. This careful planning is put in place to help your clients sleep better at night and not wake up wondering what the next market correction could mean for their retirements.
See how we can optimize existing assets into a better return or a guaranteed income stream that can’t be outlived.
If you need assistance on rates, case design, contracting and more, you have a team of dedicated specialists at your fingertips. Feel free to reach out to them directly if I am not available.
From accumulation to decumulation, wealth transfer strategies or making up for a Social Security shortfall, annuities are invaluable tools for retirement. Schedule a call to see how we can optimize existing assets into a guaranteed income stream that can’t be outlived.
By shifting assets in your clients' portfolios, we can help avoid costly mistakes and stretch the money they worked a lifetime to earn.
From basic questions to optimizing value, we'll help maximize one of the most important, yet misunderstood, tools in a retirement portfolio.
See how an annuity can create an additional income source that your clients can't outlive, so they can get the flexibility and liquidity needed.
We can help make sure clients don't just live through retirement — they exceed their goals and leave something for the next generation.
Most states have guaranty funds to help pay the claims of financially impaired insurance companies. State laws specify the lines of insurance covered by these funds and the dollar limits payable. This cheat sheet summarizes the max liability limits broken down by state.
Every product recommendation begins with a conversation. In this cheat sheet, we take five key areas of concern and help you review life events that clients may be working through. The provided discussion points for each can lead to implementing a strategy with an annuity.
Discover 30 ways to create a strategic approach to growth by partnering with the Ash Retirement Solutions team. Through these complimentary, value-add services, we'll develop a plan focused on the specific critical success factors that matter to you.
Many clients choose to take Social Security income early. Clients want their money as soon as possible, or have concerns about the future of the system. But, the timing of when benefits are turned on can have a big impact on retirement income.
If your clients are holding all their retirement assets in defined contribution plans or institutional IRAs, they’re at a financial disadvantage. See why these plans can cause problems if your client has enough assets to begin to consider individualized financial and estate planning.
In years when the S&P 500® Index is negative, fixed indexed annuities (FIAs) can be a client's hardest-working asset. Supported by a minimum guarantee, FIAs provide an opportunity to accumulate value on the appreciation of the S&P, without losing premium when the S&P was negative.
Clarify your message. Grow your business. When you have a clear and repeatable message that connects with clients, your business will grow. A private StoryBrand workshop, delivered by Ash Brokerage, will help you tell their story so your potential customers will listen.
With The American College of Financial Services and insurance carrier partners, Ash Brokerage offers up to $1,500 toward your pursuit of the Retirement Income Certified Professional® (RICP®) designation. You'll gain immediate knowledge to help solve your clients’ retirement concerns.
The Annuity Audit review is designed to analyze your clients’ current in-force annuities and provide you with an understanding of your clients’ current contracts, allowing you to evaluate appropriate options. This form will help you get the facts to start.
Planning for retirement is a constant balance of risk versus return. A fixed or fixed indexed annuity (FIA) can protect your clients' assets while maximizing the potential for gains. See how annuities stack up on the financial product continuum.
In legacy planning, simply leaving money to a grandchild in a will is leaving money on the table. Instead, depositing money into a joint and survivor single premium immediate annuity (SPIA) with a cost of living adjustment rider can provide guaranteed income for life.