As your partner, we’re always working behind the scenes to develop tools and resources that make your practice even better. Check out some of our latest ideas to help you do what you do a little more effectively.

Underwriting PreView

Gather your clients’ health information online, without asking uncomfortable questions.

Get The Details

Ash Express

Experience the most straightforward, easy-to-use term platform available. Really.

Simplify Your Term

Case Status

Control every aspect of your cases from pending requirements to case history and reporting.

Stay Up to Date

In-force Policies

Uncover opportunities with policies you’ve sold that are at risk of lapsing or expiring.

Discover In-force Vision

Training Videos

Helpful Tutorials for Advisor Portal

Watch these quick overview videos to walk through some of the most commonly accessed tools you'll need to get started working with Ash.

Managing Your Cases Online

Look up current and past cases by status, see outstanding requirements, sort and export data.

February 2023 |

2 minutes

Working With Ash

Completing Your Online Contracting

This short tutorial will help you navigate the online contracting system after you've completed your initial profile setup.

December 2022 |

3 minutes

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.

Find a Contact

Matt Erpelding Speaks to Advisors at Ash Brokerage Continuing Education Event

Advanced Planning

Present Technical Cases. Confidently.

Complicated cases? From tax diversification and business solutions to wealth transfer and estate planning, we can’t get enough. See how we’ve helped business owners and high-net-worth individuals in all kinds of situations.

Advanced Planning

Practice Management

Enhance Your Excellence

You already have momentum. We’ll help you block distractions and focus on the areas of your business that give you the most satisfaction. Through content and coaching, our Practice Management resources offer practical solutions for your everyday challenges.

Get Started

Industry News

Important changes you need to know

For a complete list of carrier news, please log in to the Advisor Portal.

Life Insurance

New Exam-Free, Instant Decision Term Life Product

In partnership with Legal & General America, Ash Brokerage is proud to announce the addition of FlashTerm, the latest instant term product available exclusively on Ash Express.

Nikki Parker

November 2023 • 0-min read

High-Income-Couple-Plans-For-Individual-Life-Insurance

Featured Case Study

If you have high-income-earning clients who have maximized qualified plan contributions, see how life insurance can create tax-free income.

Steven Gates

June 2021 • 1-min read

Read Case Study

Increase Your Skills.

How do I get insurance for a business loan agreement in minutes?

Competitive pricing. A high instant issue face amount. An immediate decision for those who qualify, with no labs or medical exams. Ash Instant is a great option for clients seeking term life insurance coverage.

How do I bridge the Social Security gap?

Social Security could have a 24% reduction in benefits by 2034 if changes are not enacted by Congress. By preparing now, clients can avoid the loss of future benefits. Experience the first product, EVER, to protect against a reduction in Social Security benefits.

How can I help my clients achieve tax diversification?

We’re talking a lot about taxes. We know they can’t stay this low forever, so there’s an opportunity here for you to help your high-earning clients prepare for potential changes based on how taxes have evolved in the past. Life insurance can help with that.

Featured Content

Fresh ideas to keep up the momentum

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.

Mike-McGlothlin-Ash-Brokerage-EVP-Retirement

Mike McGlothlin, Joe Jordan

November 2024 • 50 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

WBN-2024-09-12-Annuity-Arbitrage-Website

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

How-Annuity-Arbitrage-Can-Beat-The-4-Percent-Rule

Life Insurance

How Annuity Arbitrage Can Beat The 4% Rule

Income. Longevity. A guaranteed return. All the conditions are aligned to allow your clients to leverage the price discrepancies between insurance products. Walk through this clever way to build a tax-efficient legacy with predictable lifetime income.

August 2024 |

3 minutes

Life Insurance

Lock in a Guaranteed Rate Of Return with Annuity Arbitrage

By combining life insurance and the income from an annuity, you can create guaranteed cash flow and a guaranteed return of principal — with a guaranteed internal rate of return of over 7% at life expectancy. Watch to see how it works!

August 2024 |

3 minutes

Insurance-Unscripted-LTC-Long-Term-Care-Ash-Brokerage

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.

Steven Gates, Tracey Ullom

July 2024 • 30 minutes

Retirement Solutions

Starting an Electronic Annuity Application

With an e-App, you can have your client sign electronically or print the application for them to sign — but everything will be in good order before submission.

June 2024 |

3 minutes

Retirement Solutions

Collecting Wet Signatures for an Annuity e-App

With an electronic annuity application, you can still have your client sign with a wet signature. This tutorial shows you how to print a completed e-App form and upload the signed pages into the Luma platform for submission to a carrier.

June 2024 |

3 minutes

Retirement Solutions

Collecting an Electronic Signature for an Annuity e-App

With an electronic annuity application, your client can complete the process digitally, with no paper or wet signatures needed. This tutorial walks you through how to access the Firelight platform inside Luma, to send an app for signing via email.

June 2024 |

2 minutes

Retirement Solutions

How to Digitally Sign an Annuity Application

This tutorial walks you through how to complete your annuity application through an online portal. Once you've received a link from your advisor, follow the steps in this video to review the information in your app and add your electronic signature.

June 2024 |

2 minutes

Social-Security-Optimization-Ash-Brokerage-Webinar

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

Advanced Planning

Make Charitable Giving Easier with Life Insurance

If you're working with philanthropic clients, life insurance can be an effective strategy to maximize giving. Whether naming a charity or purchasing a new policy, here's a quick overview of how clients can create a larger donation at a lower cost.

May 2024 |

2 minutes

Ready to dive back in?

We're ready to help you impact more lives and discuss your next opportunity. As always, thanks for your business.