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Retirement Solutions
Erin Martin
Featured Speaker
Erin Martin
RICP® Designation Virtual Study Group
February 11, 2025 - 12 p.m. EST

Further your retirement planning knowledge and build confidence with clients. Join an Ash Brokerage RICP® study group to stay on track and on time with your continuing education and professional development — and get up to 43% off the American College rate!

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Tax Reference Guide

Taxes get complicated. Retirement plans. Medicare. Social security. Estate and gift taxes. Health savings rates. Tax rate schedules. Mileage rates. This tax reference guide contains all the information you need to keep at your fingertips while planning with your clients.
Tax Reference Pocket Guide

Taxes get complicated. Retirement plans. Medicare. Social security. Estate and gift taxes. Health savings rates. Tax rate schedules. This tax reference pocket guide is easy to keep with you, with the information you need to keep at your fingertips while planning with your clients.
Retirement Solutions
Why You Should Review Your Annuity
Through a policy review, your advisor can show how your current annuity is performing and if it's aligned with what you want to accomplish. The Ash Annuity Audit provides a comprehensive report that may reveal contracts with better benefits or higher interest rates. Then, you and your advisor will choose a path together for greater retirement income.
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RICP Certification Scholarship

Get your RICP® Designation: Just $1,417 (53% off tuition!) Through Ash's discount, you pay $2,290 upfront to The College, with a $837 reimbursement upon completion of the course and an active annuity carrier contract through Ash Brokerage.
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Ready. Set. Go! Chart-Topping Insurance Hits for 2025
Kick-start your business on a high note! Tune in for the (insurance) hits that will get you in the groove to reach your production goals. From new strategies to practical tips with time-tested resources, these are solutions you'll want to put on repeat.
Kristin Snyder, Kim Carpenter, Bryan Langdon, Carly Rosswurm, Mike McGlothlin, Brian Lauber, Thomas Losher, Jim Dobler, Chris Kratzert, Haley Chaires
January 2025 • 23 minutes
Long-Term Care Deductibility Quick Reference Guide

Get a reference on the tax treatment of long-term care premiums for business owners! This easy-to-read chart shows five business types, with key deductibility information on premiums for owners, employees and spouses, as well as reported income and eligible premiums.
Protecting a Business Owner's and Employee's Future

Group long-term care coverage can provide lower rates and simplified underwriting for employees – as well as tax incentives for a business. This tutorial walks through the benefits, funding options, who receives the benefit and the potential tax deductions for the company.
Understanding The Estate Tax Exemption Sunset

The lifetime gift and estate tax exemption is set to be cut in half in 2026. It might seem like there's ample time to create a plan, but there is a practical deadline ahead of the statutory deadline. Here's what you need to know to avoid the rush.
5 Steps to Writing Employer-Sponsored Plans

If you work with business owners, you should be talking about the benefits of offering employer-sponsored plans for long-term care and disability insurance. Discussing both types of coverage puts the protection they need right up front, allowing employers to retain key employees without having to have separate conversations. And with Ash, getting started is easy.
Comparison of Asset Alternatives

You may get questions comparing the benefits of an annuity vs a CD. Or compared to a money market, bond or equity fund. This cheat sheet provides a quick reference to the features, fees, taxation and commissions of eight common types of assets your clients may consider.
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.
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Life Insurance
Featured Speakers
Sam Rocke, Tom Haines, JT Bell, Matt Gibson
Redefining Life Insurance: Insights on Vitality and Annexus Strategies
January 30, 2025 - 12 p.m. EST

There's value in life insurance. We'll show you how to deliver it with the help of John Hancock's Vitality program, index allocation options offered by Annexus and real-world case studies showcasing strategies that drive better client outcomes.

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RICP-Designation-Ash-Virtual-Study-Group
Retirement Solutions
Erin Martin
Featured Speaker
Erin Martin
RICP® Designation Virtual Study Group
February 11, 2025 - 12 p.m. EST

Further your retirement planning knowledge and build confidence with clients. Join an Ash Brokerage RICP® study group to stay on track and on time with your continuing education and professional development — and get up to 43% off the American College rate!

Register Now
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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