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Trust is our business. Thank you for trusting us with providing solutions for your clients. But we aren’t satisfied with good enough. We want to help you do more. Protect more clients. Earn more income. Offer more solutions. Our educational resources will help you find new opportunities to start a conversation. Explore on your own or check out a few sections that might just be exactly what you’re looking for.

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Take a holistic approach to planning

Clients looking for retirement income also need a plan for long-term care. Those seeking term protection should consider disability insurance. See what's new in life, annuities, LTC and DI — and make sure your clients are covered no matter what happens.

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You went above and beyond. After receiving the quotes that I requested, I responded back via email with questions and the case designer called me to explain. She was on the phone with me for a while as I continued to ask questions and did a great job explaining the benefits. I am looking forward to selling more policies with the Ash team!

Kassandra Moore Benefits Manager
Kassandra Moore
Personal Lines Processor, Select Underwriters
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As an independent advisor, these people are integral to my practice. You are always available with answers to my questions and to help me with illustrations to fit my clients' needs. You ask the kind of questions to lead me to find the right solutions.

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Timothy M. Carlson
Financial Advisor, WESTconsin Investment Advisors
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Featured Content
How to Use Our Customer Experience Team to Your Advantage

Your path to success starts with our Client Experience team. From what to expect on your first call to an overview of the Ash's resources – they'll make sure you have everything you need to navigate your partnership with Ash. Here's how you can use the team to your advantage.
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Retirement Solutions
Use Smart Strategies for Social Security
Social Security plays a BIG role in retirement planning, and your clients need help making smart Social Security choices. Join guest presenter Thomas Drapala to clear up confusion and build client trust.
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Mike McGlothlin, Thomas Drapala
December 2024 • 29 minutes
Retirement Success - Four Major Shifts Affecting Today's Planning

Retirement planning is going through four major shifts. How will you respond for success? This e-book will help you understand the changes facing today’s retirement planners and why you need to plan differently in order to achieve success.
Balancing Risk vs Return in Financial Products

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.
Executive and Professional Life Insurance Restoration Plan

While company-paid group-term life insurance is beneficial, it is not equally valuable to each employee. Review this sample restoration plan to learn how to make high-income earners whole by providing them additional individual coverage.
Charitable Planning with IRAs Trusts Life Insurance

Clients who are philanthropic often own IRAs or other qualified retirement assets which carry potential tax problems. Naming a charity as the beneficiary of an IRA or including an irrevocable life insurance trust (ILIT) may provide a more tax-efficient wealth preservation plan.
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Kim Carpenter, Kristin Snyder, Thomas Losher, Mike McGlothlin, Brian Lauber, Bryan Langdon, Carly Rosswurm, Haley Chaires, Chris Kratzert, Jim Dobler
Ready, Set, Go: Chart-Topping Insurance Hits for 2025
January 9, 2025 - 11 a.m. EST

Start the year on a high note! Tune in for the (insurance) hits that will get you in the groove to reach your 2025 production goals. From new strategies to practical tips, these are solution you'll want to put on repeat.

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Why Own an Annuity

There are many reasons to buy annuities. Choosing the right annuity is important in helping clients reach their financial goals. Whether that's income, accumulation, long-term care coverage or legacy planning, a review of their current goals will ensure an alignment for success.
Retirement Client Letter for Advisors

When marketing new concepts to clients, it can be tough to get started. We did the hard work for you with this client-friendly letter highlighting the benefits of a qualified longevity annuity contract (QLAC). Download it, modify it and send it to your clients to start a conversation.
How To Win The Retirement Game With Income Alpha

Two couples. Same age. Same goals. Completely different outcome. See how using the Income Alpha approach to retirement planning increased the spending power of one couple by a million dollars, decreased their risk and ensured assets weren't being left on the table.
RICP Certification Scholarship

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.
Create a Conversation - Volatile Market 

In this conversation card, you're looking for risk-averse clients who are nearing or currently in retirement. These clients want their money to grow tax-deferred, but feel uneasy about market swings. A fixed indexed annuity (FIA) can help mitigate the risk while offering strong returns.