Long-Term Care

Identifying Clients for Long-term Care

When you’re ready to talk long-term care, you need clients who are ready to listen. Learn how to identify clients in different demographics including their 40s, 50s and 60s, who are most ready to discuss the need for a plan for LTC.

Stephen Denton

June 2022 • 5-min read

Retirement Solutions

Conquer the Efficient Frontier for Income Planning

There’s an efficient frontier for creating protected income in retirement. But it doesn’t require any additional assets from the client. We call it the Income Alpha strategy. And it can help you maximize return, minimize risk and transform your business.

Mike McGlothlin

June 2022 • 5-min read

Disability Insurance

Filling in the Disability Insurance Gap

Group DI, individual disability insurance and Social Security are three key sources to consider when it comes to complete income protection for your clients. Find out how to stack coverage together to strengthen your client's overall financial foundation.

Tim Kukieza

June 2022 • 5-min read

Retirement Solutions

What’s the best way to prospect for new clients? Focus on keeping it simple.

Prospecting isn't always easy, but that doesn't mean it can't be simple. Focus on developing a solid referral track, using today’s technology tools and establishing automated, repeatable processed to nurture client relationships and enhance your reach.

Mike McGlothlin

May 2022 • 4-min read

Disability Insurance

DI: An Easy Addition to Your Practice

DI products are complex, but the conversation can be easy. Get your clients to picture that a disability could happen, and the effects if it did. Start by asking these questions that will get clients thinking about their plans in real terms.

Tim Kukieza

May 2022 • 4-min read

Life Insurance

Collect Accurate Underwriting Information Without Being Invasive

With Life and LTC PreView, you can email or text your clients an online questionnaire to get an accurate snapshot of their health. It ensures you have the right product and right carrier, quoted at the right price — so you get it right from the start.

Jonathan Knowles

April 2022 • 2-min read

Retirement Solutions

Everything You Need to Know about Social Security Planning

From recruiting new clients to adding value for existing clients, Social Security planning is an important part of retirement income planning. But it is also one of the most understood tools in a retirement portfolio.

Randy Kitzmiller

April 2022 • 8-min read

Life Insurance

Capturing Tax Advantages for High-Net-Worth Clients

Estate planning and taxation has created a lot of speculation recently. While legislation has not changed much, it has made it clear that now is the time to capitalize on planning and see where insurance can help clients manage their tax position.

Sam Rocke

March 2022 • 2-min read

Retirement Solutions

Is Your Head Spinning Too?

When dealing with the unexpected, it can be hard to get clients to feel comfortable enough to act. So, instead of hoping that things settle down, focus on reassuring your clients. Walk them through the volatility to a strong retirement. There are many ways to do this. Here are a few to get you started.

Mike McGlothlin

March 2022 • 2-min read

Retirement Solutions

Give the Gift of Choice

The key is to effectively involve your client in the decision-making process by supplying and presenting enough options to give them a voice. But not so many that they are overwhelmed.

Nick Bond

December 2021 • 2-min read

Retirement Solutions

Popular Tool: Ash Annuity Audit

If you have clients with older annuities and you think it’s time for a review, let us know. Together with just a fact finder and an annuity statement we’ll be able to help your clients feel confident in their retirement.

Mike McGlothlin

September 2021 • 2-min read

Long-Term Care

Taking LTC Funding from Scary to Solved

It IS possible to fund long-term care without changing your client's lifestyle. And the options aren't just limited to cash.

Stephen Denton

June 2021 • 2-min read