Watch when you want. If you missed a live session, search our library of free, on-demand webinars for financial services professionals. Invest 30 or 60 minutes. Expand your understanding. Improve your sales process. Grow your business. And then put it into action by reaching out to the webinar host or contacting us.

These webinars are intended for financial professional use only and are not to be reproduced or shown to clients.

Retirement Solutions

Purpose-Driven Retirement Planning

Clients need help both planning for their financial future and finding purpose in retirement. Acclaimed author and speaker, Joe Jordan, will present his keynote to help you overcome obstacles and succeed during the best time to be in this business.

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Mike McGlothlin, Joe Jordan

November 2024 • 50 minutes

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Long-Term Care

LTC University - 5 Must-Know Solutions to Sell Long-Term Care

In just 90 minutes, you’ll get updates on the current LTC landscape, when to bring experts into the conversation, prospecting and prescreening tools, funding strategies and tips to get a long-term care case over the finish line.

Bryan Langdon, Stephen Denton, Amy Lozier, CLTC®, Matt Stieglitz

October 2024 • 90 minutes

Retirement Solutions

Using Housing Wealth for Retirement Income

Historically, reverse mortgages have been overlooked or considered a last resort — but that perspective is rapidly changing. Turn equity into income and see how to create a tax-free reserve that grows more than 6% annually.

Mike McGlothlin, Don Graves

October 2024 • 55 minutes

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Disability Insurance

Insurance Unscripted: Keep Key Employees with Multi-Life

Key employees are often highly paid, making it necessary to consider additional benefits to set their company apart. With underwriting concessions and a simplified process, multi-life sales offer benefits over and above the group coverage.

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George Wilkins, Matt McAvoy

September 2024 • 24 minutes

Medicare Solutions

Preparing Clients for the Medicare Annual Enrollment Period

Medicare Annual Enrollment is right around the corner. Gear up with Ash! We'll arm you with answers to common questions and guide you through how to help clients get coverage – without having to be the Medicare expert.

Carly Rosswurm

September 2024 • 25 minutes

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Advanced Planning

Annuity Arbitrage: The Good. The Bad. The Not-So-Ugly.

Sometimes, the interest-rate environment creates a can't-miss opportunity. This is one of those times. Learn how to put high annuity rates and lower life premiums to work for your clients with annuity arbitrage.

Sam Rocke, Tim Ash, Mike McGlothlin

September 2024 • 32 minutes

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Financial Industry

The Washington Update: Strategies for Financial Planners

Get a nonpartisan overview of the political environment and prospective legislation. From budget bills to tax timebombs, learn how the fiscal state of the country, including Social Security reform and upcoming tax reforms, can impact your business.

Mike McGlothlin, Jeff Bush

August 2024 • 61 minutes

Financial Industry

Insurance Unscripted: DOL Fiduciary Rule

The DOL Fiduciary Rule was set to change the way financial professionals do business. Listen in as Marc Cadin, CEO of Finseca, and Mike McGlothlin break down what happens now.

Mike McGlothlin, Marc Cadin

August 2024 • 42 minutes

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Advanced Planning

Insurance Unscripted: Executive Benefit Plans

Life insurance and executive benefit plans are a match made in fiduciary heaven. But with so many levers to pull, where do you begin? Join a candid conversation between two experts on the trends that are working today and how to position them for success.

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Steven Gates, Tracey Ullom

July 2024 • 30 minutes

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Technology & Innovation

What The Tech? 7 Time-Saving Tips Behind The Login

When your clients expect real-time answers, the Ash Advisor Portal can help you get them quickly. Join our client experience team to walk through powerful tools that will help you combine a personalized, human touch with convenience and efficiency.

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Kim Carpenter, Stephanie Robinson

June 2024 • 24 minutes

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Retirement Solutions

Social Security Optimization for Financial Advisors

Set yourself apart by helping clients go beyond the basics of Social Security planning. We’ll discuss ways to maximize lifetime income, uncover additional assets, start new conversations about guaranteed income in retirement and drive high-quality leads.

Mike McGlothlin, Thomas Drapala

June 2024 • 45 minutes

Disability Insurance

Exploring Business Disability: Client Profiles and Coverage

Business owners have a lot to think about, so disability insurance is not top of mind. But DI makes businesses stronger. Get the right technique to position yourself as a trusted expert, offer solutions to both owners and employees, and protect their future.

Tim Kukieza, George Wilkins

May 2024 • 31 minutes