Recent Search Terms:
Ash Instant Case Study Reversed

Get an Instant Term Decision

If your client needs term life insurance fast, and you don’t want to quote multiple carriers, it doesn’t get much simpler than Ash Instant.

Learn
Education that leads to conversation

Start new conversations. Sharpen your skills. Learn techniques to apply time-tested solutions. Whether you want to read, watch or listen, we’ll help you enhance your know-how with relevant insurance-based solutions. Use the search and filters to find specific content, or just browse below to see what’s new and trending. And if you still don’t see what you’re looking for, contact us and we’ll find an answer.

FEATURED CONTENT
Explore the most recently added resources

Dig into our latest content to find something to read, watch or listen to. You never know what may inspire your next great planning idea!

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.
Use-Smart-Strategies-for-Social-Security-RSSA
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.
Mike-McGlothlin-Ash-Brokerage-EVP-Retirement
T-Drapala-NARSSA
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.
Ready Set Go Website
Working With Ash
Featured Speakers
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.

Register Now
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.
Trending Content
Don't miss our most popular concepts

Here's the content your peers are clicking on most frequently.

Ash Annuity Audit - Creating Assurance and Opportunity
A Guide to Income Protection
A Conversation Guide to Long-Term Care
Browse by collection

Click on an image to explore our content libraries grouped downloadable concepts, webinars, blogs, videos and podcasts. On each page, you can search and filter by several categories to find what you're looking for — or just explore what's new.

Concepts 01 01
Concept Library

Download more than 200 sales concepts, tutorials, guides, articles and worksheets
Webinars 01 01
Webinars

Review in-depth training presentations to uncover opportunities on your own schedule
Blog 01 01
Blogs

Read stories from the experts to keep a pulse on where the industry is heading
Video 01 01
Videos

Watch short clips to connect with timely concepts you can use to start conversations
Podcast 01 01
Podcasts

Listen to industry leaders on the go and subscribe for a steady stream of inspiration

Learn in Real-Time
Upcoming Events
Ready Set Go Website
Working With Ash
Featured Speakers
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.

Register Now
HAVE A QUESTION?
Ash Answers

Use our search below to find trending content and answers to commonly asked questions. Can't find what you're looking for? Find a contact in the area of your question and we'll help you get an answer right away.

Recent Search Terms:
An absolute gem

An absolute gem to work with on the application process. Your team walked me through every step, and I cannot express how grateful I am to have you as a resource!

Marshall Dearing Financial Advisor
Marshall Dearing
Associate Advisor, Vector Wealth Strategies
Bravo Zulu

As we say in the US Navy, BRAVO ZULU!

Joseph Faris Financial Advisor
Joseph B. Faris
Financial Representative, Northwestern Mutual