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With a spousal lifetime access trust (SLAT), one spouse makes a gift to an irrevocable trust using the gift tax exemption. The SLAT names the other spouse as a current beneficiary, which allows the trustee to distribute funds to the beneficiary spouse during their life.
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.
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.
Helping your clients plan for long-term care is important. Don't navigate it alone. With Ash's resources, you can get the expertise you need from start to finish to ensure your clients spend their final years the way they want. From training and client consultations to assistance with the application, we've got you covered.
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.
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.
Consider this your 101 on the role and basic components of a buy-sell agreement. This overview discusses forms of arrangements including a cross purchase plan, entity purchase plan and wait and see plan. You'll also learn about valuation, restrictions, transfers and more.
When your client’s objective is to increase future retirement cash flow, paying the highest possible premium into a cash-accumulating life insurance policy may make sense. However, before you recommend this strategy, make sure your client meets these five criteria.
Protection from the unknown. Financial leverage. Tax efficiency. There's no doubt that life insurance is a good tool for your clients. But it's also good for you and your business. Get the highlights of how selling life insurance can be a simple way to help your business grow.
When it comes to insurance, your clients will have questions. So, when considering an individual disability insurance policy, make sure your clients know the answers to these five commonly asked questions.
Clarify your message. Grow your business. When you have a clear and repeatable message that connects with clients, your business will grow. A private StoryBrand workshop, delivered by Ash Brokerage, will help you tell their story so your potential customers will listen.
With flexible funding options, uncapped indices and downside protection to eliminate market losses, IUL offers more than just a death benefit. Use this example to discover how to balance growth and protection for your clients through the power of indexing.