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Inforce Vision Dashboard for Ash Brokerage In Force Policy Management

Discover new opportunities – without new clients

Introducing our new Inforce Policy Management dashboard. Easily review policies you’ve sold that are at risk of lapsing or expiring.

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Grow Your Business
Uncomplicate prospecting and reimagine your success

You have no shortage of opportunities. You just need help to uncover them. Asking for referrals and earning new business is hard. As The Practice Enhancement Company™, we’ll help attract new clients and strengthen your existing relationships.

Policy Review

Using our Life Insurance or Annuity Audit, you can add value and potential revenue to your business at no expense to you or your client.

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Practice Management

Through simple changes in language and time blocking, Paul Kingsman helps create systems that get more referrals and results.

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Client Seminars

Led by an Ash expert, leverage these free-to-you seminars as an easy way to educate more clients at once and set up for your next sale.

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Lead Generation

Get in front of the right people with paid packages to rev up your digital marketing, attract new clients or make sure your message resonates.

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Ash AN Audit Ash Life Audit
Policy Review
Use existing coverage to generate new opportunities

The Ash Life AuditSM or Annuity Audit gives you a formal process to review life insurance policies or annuity contracts. And, when necessary, we’ll do all the hard work and find a way to bring it up to speed. At no cost to you or your client, you’ll quickly add value, efficiency and revenue.

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Stronger Relationships

An independent, third-party review shows you’re looking out for your clients’ best interests. You’re not forcing a new sale – you’re taking the time to review and educate. You’ll reinforce your clients’ confidence in you, creating deeper and longer-lasting relationships.

Users
More Referrals

No matter the result of the audit, clients are usually more than happy to recommend friends and family after this process. It’s also a great way to network with other centers of influence, such as estate planning attorneys, trust officers or CPAs.

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Increased Business

If a review results in the recommendation of a new policy, the placement of new coverage generates new commissionable premium. No policy is too complicated or outdated.

Ash Life Audit Annuity Audit
Not sure who to call? No problem.

We'll help you find some friendly faces who can answer your questions or get you to someone who can.

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Practice Management
Create processes that achieve outstanding results

Focus and action. If you align these two things, you’ll be set up for success. Through customized coaching and content, we’ll help you:

  • Increase the number of people you serve while maintaining a healthy work-life balance
  • Understand what works in the real world
  • Establish practical solutions for tackling day-to-day priorities
  • Run your businesses efficiently in a changing financial services industry.
  • Change behaviors within your control
  • Increase your impact

See what the result could look like in your business — send us a note to learn about the programs available to you.

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Practice Management Resources
Invest some time in yourself
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Practice Management
Be Seen and Heard: How to Amplify Yourself Online
Good digital marketing is hard to master. But aligning video or podcasting with your business goals can generate more leads. In this webinar, Elyse Archer will help you create captivating content and build visibility by leveraging your natural gifts.
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Elyse-Archer-Guest-Speaker
David Bruce, Elyse Archer
April 2024 • 56 minutes
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Practice Management
Marketing and Lead Generation Bundles
Generate leads. Grow your business. Digital marketing doesn't need to be your specialty, but your firm needs to be attracting quality prospects that can move the needle for your business. We'll help you remain relevant in the largest shift from the workforce to retirement.
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1 minutes
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Put an expert to work for you

Exceptional service is just a call or click away. Let us show you how whatever the question, whatever the need, Ash Answers.

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Client Seminars
A complete package for proven presentations

You don’t need to be an expert on any insurance topic – just bring your clients and we’ll do the rest. As a third-party educator, we familiarize your clients with the benefits of an insurance strategy and answer any questions. From the invite to follow-up, we provide the platform and the speaker. All you have to do is schedule a session, then invite your clients to attend.

These seminars work. After the presentation, we provide a report of who attended, so you can start a meaningful dialog. It’s great for attracting brand-new prospects or moving existing discussions forward, at no cost to you.

Check out the sample presentations below, or see our digital marketing bundle for FINRA-approved seminar materials you can use for your own presentations.

Lead Generation
Give your sales funnel an extra boost

Staying in front of your ideal prospects and continuing to grow your audience takes time and expertise. We can help. These services – available for an additional fee – will help you develop and execute a strategy to increase your revenue.

Digital Marketing Support for Financial Advisors From Ash Brokerage
Digital Marketing Bundle

Stay in front of your contacts with ready-to-go content that enhances engagement and efficiency. You’ll get industry-focused articles, automated emails, a lifestyle magazine, social posts and FINRA-approved seminar materials.

Lead Generation for Financial Advisors From Ash Brokerage
Lead Generation Bundle

Get in front of new prospects and fill your pipeline with the individuals you need to increase your revenue. You’ll get access to high-quality content to share, paid digital advertising and 1-on-1 coaching for success.

Brand Messaging Story Brand Support for Financial Advisors From Ash Brokerage
Brand Messaging Bundle

Create a brand strategy that clarifies your message and cuts through the noise. Using the StoryBrand framework, you’ll get a fresh BrandScript, one-liner, custom lead magnet, campaign copy and homepage wireframe.