Safety for the Long Term

With reinvestment comes risk. Instead, offer your clients tax deferred growth and peace of mind with an annuity. And by locking in the high rates currently being offered, you can guarantee more income for later.

The Power of Annuity Audit

Reevaluating your clients' current portfolios allows you to determine if their goals have changed and if their retirement solutions need to change as well. Working with Annuity Audit makes the process straightforward--for you and them.

Success Outcomes: 457(f) Non-Profit Deferred Compensation

Many business owners are looking for creative ways to retain their key employees. For non-profits, which have limits on the type of plans they can pursue, a 457(f) deferred compensation plan could be the solution they have been searching for.

Growing Your Business with Lead Generation

Finding qualified leads is difficult — even for advisors with time and marketing knowledge. Here's how Ash’s lead generation services can help.

Consider a Fixed Indexed Annuity Instead of a CD

Help your conservative clients earn a higher return than they would with a CD, while still offering guarantees to protect their investment. The answer? A fixed annuity.

Using Multiple SPIAs to Create a Legacy

It's important to help your clients plan to leave a legacy to all their heirs, whether that's several grandchildren, children or charities. Combining multiple policies with joint ownership is one way to do that.

Embracing Accelerated Underwriting with Ash Express

Ash Express is more than just a way to submit a term application. It's a complete system designed to guide you through the entire process, including helping your client qualify for the most streamlined underwriting possible.

Policy Review: The Palladium Group

It's essential for your clients' coverage to meets their current needs, but you don't have to do it alone. See how the Palladium Group's white-glove service can be a huge time-saver for you and your clients.

Using AFR Arbitrage to Fund Trust-Owned Life Insurance

AFR Arbitrage is a solution for funding trust-owned insurance without endangering Crummey gift exemptions for other assets.

Disability Buy-Out Insurance

Help business owners understand how much their business is worth, and how to protect it in the event of an accident or illness.

Life Insurance in Retirement Planning for High Income Individuals

Sometimes limits on qualified plans lead to a shortfall in retirement. Life Insurance is a way to solve that.

Key Person Disability Coverage for Non-Owner Employees

A key person DI policy should be based on salary, responsibilities and the impact the employee’s absence will have on the business’s bottom line. And business owners might be surprised by the amount of benefit available for a reasonable premium.