Our Promise

Whatever the question, whatever the need. Ash Answers.

It's more than a tagline. It's a promise. No need to try to navigate our new partnership alone - let us help! Your dedicated team will provide education and help direct you through the products and process, while leveraging our relationships to find the right solution for you.

Get Started Here

Training Videos

Helpful Tutorials for Getting Started

Watch these quick overview videos to walk through some of the most commonly accessed tools you'll need as a new agent who is getting started working with Ash.

Running a Quote

Ash Express takes the guesswork out of term quotes. Using insights about health guidelines and underwriting programs, we make it easy to identify the best match in every situation. And, you can save your quotes for quick retrieval.

December 2022 |

2 minutes

Working With Ash

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

Managing Your Cases Online

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

February 2023 |

2 minutes

Life Insurance

Ash Term Express - Express App

Regardless of whether you choose Instant Issue, Accelerated Underwriting or traditional underwriting, Ash Term Express makes the submission process easy. See how it guides you through the process based on client eligibility, without having to duplicate information.

February 2023 |

3 minutes

Retirement Solutions

Starting an Electronic Annuity Application

With an e-App, you can have your client sign electronically or print the application for them to sign — but everything will be in good order before submission.

June 2024 |

3 minutes

Retirement Solutions

Collecting an Electronic Signature for an Annuity e-App

With an electronic annuity application, your client can complete the process digitally, with no paper or wet signatures needed. This tutorial walks you through how to access the Firelight platform inside Luma, to send an app for signing via email.

June 2024 |

2 minutes

Retirement Solutions

Introducing Luma - Powering the Ash Annuity Hub

Luma’s annuity technology platform removes industry challenges that financial professionals face when trying to offer annuities for their clients.

July 2022 |

2 minutes

Complete Your Profile

Let's break the ice

To better serve you, we'd like to learn more about you, your team, your expectations and current opportunities. Please take a moment to fill out our welcome questionnaire, which will help you get the most out of your Ash experience.

Tell Us About Yourself

Start Onboarding

Begin with a call to unlock your potential success

An onboarding call is a 1-hour virtual meeting with a full introduction to Ash Brokerage and a detailed online Portal walkthrough.

Join the ranks of satisfied advisors with a remarkable client experience satisfaction rate of 99.2%! By booking a call with the onboarding team, you'll gain a detailed understanding of:

Registering for the advisor portal
Running quotes
Submitting an application
Managing your cases
Requesting carrier appointments
Contacting your dedicated Ash team

Pick a Time

Increase Your Success

Why Onboarding Is The Smartest Move

Increase Application Success

Advisors who go through our onboarding process have a 15.1% submission rate, compared to 11.6% for those who haven’t.

Multiply opportunities

Onboarding boosts application submissions — with 9.4% of advisors submitting more than one application, compared to 5.5% without onboarding.

Enhance Engagement

Experience greater sales contact engagement, with a 23.2% engagement rate for onboarded advisors versus 17.6% for non-onboarded advisors.

Let's Talk

We'd love to connect to make sure you have everything you need to get started, get connected and get solutions for your clients. Schedule a call at a time that works for you - with no back and forth.

Schedule Your Call

Advisor Portal

The first step in unlocking the power of Ash's technology platform is to register for the Ash Advisor Portal — a premier resource, purpose-built to help you grow your business — while working in your business. Create an account or log back in with your new knowledge and see all it has to offer!

Access the Advisor Portal

Featured Webinar

Ready, Set, Go with Ash Brokerage

If you’re passionate about building relationships and impacting lives, we can help. In just 30 minutes, you’ll learn about:

How we’ll help you strengthen your client relationships and bridge a gap to the next generation
Proprietary innovations purpose-built to help you grow
The vast resources available to you with an Ash Brokerage partnership

Watch Now

Recent Webinars

Watch On-Demand

Jump right in by catching an on-demand replay of one of our recent educational events.

Retirement Solutions

Purpose-Driven Retirement Planning

Clients need help both planning for their financial future and finding purpose in retirement. Acclaimed author and speaker, Joe Jordan, will present his keynote to help you overcome obstacles and succeed during the best time to be in this business.

Mike-McGlothlin-Ash-Brokerage-EVP-Retirement

Mike McGlothlin, Joe Jordan

November 2024 • 50 minutes

LTC-University-5-Must-Know-Solutions card

Long-Term Care

LTC University - 5 Must-Know Solutions to Sell Long-Term Care

In just 90 minutes, you’ll get updates on the current LTC landscape, when to bring experts into the conversation, prospecting and prescreening tools, funding strategies and tips to get a long-term care case over the finish line.

Bryan Langdon, Stephen Denton, Amy Lozier, CLTC®, Matt Stieglitz

October 2024 • 90 minutes

Retirement Solutions

Using Housing Wealth for Retirement Income

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.

Mike McGlothlin, Don Graves

October 2024 • 55 minutes

Insurance-Unscripted-IUL-Indexed-Universal-Life-Ash-Brokerage

Disability Insurance

Insurance Unscripted: Keep Key Employees with Multi-Life

Key employees are often highly paid, making it necessary to consider additional benefits to set their company apart. With underwriting concessions and a simplified process, multi-life sales offer benefits over and above the group coverage.

George-Wilkins-Ash-Brokerage-Disability-Insurance

George Wilkins, Matt McAvoy

September 2024 • 24 minutes

Medicare Solutions

Preparing Clients for the Medicare Annual Enrollment Period

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.

Carly Rosswurm

September 2024 • 25 minutes

WBN-2024-09-12-Annuity-Arbitrage-Website

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

The-Washington-Update-Jeff-Bush-Webinar-Ash-Brokerage

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.

Mike McGlothlin, Jeff Bush

August 2024 • 61 minutes

Financial Industry

Insurance Unscripted: DOL Fiduciary Rule

The DOL Fiduciary Rule was set to change the way financial professionals do business. Listen in as Marc Cadin, CEO of Finseca, and Mike McGlothlin break down what happens now.

Mike McGlothlin, Marc Cadin

August 2024 • 42 minutes

Insurance-Unscripted-LTC-Long-Term-Care-Ash-Brokerage

Advanced Planning

Insurance Unscripted: Executive Benefit Plans

Life insurance and executive benefit plans are a match made in fiduciary heaven. But with so many levers to pull, where do you begin? Join a candid conversation between two experts on the trends that are working today and how to position them for success.

Steven-Gates-Ash-Brokerage-Advanced-Markets

Steven Gates, Tracey Ullom

July 2024 • 30 minutes

What-the-Tech-7-Time-Saving-Tips-Ash-Brokerage-Webinar

Technology & Innovation

What The Tech? 7 Time-Saving Tips Behind The Login

When your clients expect real-time answers, the Ash Advisor Portal can help you get them quickly. Join our client experience team to walk through powerful tools that will help you combine a personalized, human touch with convenience and efficiency.

Kim-Carpenter-VP-Client-Experience-Ash-Brokerage

Kim Carpenter, Stephanie Robinson

June 2024 • 24 minutes

Social-Security-Optimization-Ash-Brokerage-Webinar

Retirement Solutions

Social Security Optimization for Financial Advisors

Set yourself apart by helping clients go beyond the basics of Social Security planning. We’ll discuss ways to maximize lifetime income, uncover additional assets, start new conversations about guaranteed income in retirement and drive high-quality leads.

Mike McGlothlin, Thomas Drapala

June 2024 • 45 minutes

Disability Insurance

DI Basics & Beyond: Individual and Multi-Life

Whether you're new to disability insurance or if you're looking to expand you're understanding, don't miss the opportunity to equip yourself with the knowledge and tools necessary to navigate the complexities of disability insurance.