Whether you’re a seasoned insurance professional, or a planner looking for new ideas, you’re in the right place. We’ll help you with the ins and outs of the insurance process, arm you with easy ways to gain new clients and give you a platform to deepen existing relationships. We’re the key employees for your team who you didn’t know you were missing.
With Ash, you’re not a number. We’re partners who will get to know your business, find ways to help you execute on insurance solutions and be advocates for your clients. Sure, we have software that helps manage your client profile, but we also ask how your daughter’s soccer game went because we cultivate real relationships.
Everyone likes an easy win — especially when it helps your clients. From policy review and client seminars, to practice management and lead generation, we provide resources to help you make stronger connections. We make the insurance process so easy that you can devote time to look ahead for your next opportunity.
Find some friendly faces. We’re here to answer.
No matter the financial goal, there's always a creative approach. Tax diversification. Legacy and estate planning. Retirement income. Long-term care planning. Business-owner solutions. Income protection. Browse our library of sales concepts to uncover new planning strategies for your client's unique opportunity.
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.
Taxes get complicated. Retirement plans. Medicare. Social security. Estate and gift taxes. Health savings rates. Tax rate schedules. Milage rates. This tax reference guide contains all the information you need to keep at your fingertips while planning with your clients.
Like all high-income earners, highly paid employees of non-profits reach a point where they'd prefer to defer some of their current taxable income. In the summer of 2016, football coach Jim Harbaugh struck a split-dollar plan with the University of Michigan that's become legendary.
With gifts to fund a cash value life insurance policy, grandparents can put a plan in place that protects their grandkids while they’re little in case something happens to mom or dad, or a plan that creates a reserve fund to be a financial foundation as their grandkids enter adulthood.
Looking at an indexed universal life policy, it's easy to get hung up on the fact that the IUL’s cap rate could be changed by the issuing insurance carrier. But it's not much different than the IRS changing cap gains tax rates on clients' nonqualified investment accounts
There’s a good chance you have clients with nonqualified annuities that aren’t part of their retirement income plan. These annuities can be a viable funding option when it comes to creating a long-term care plan. Getting started takes a single, simple question to your client.
Realizing how the need for long-term care may affect the workplace, smart employers are making themselves aware of what LTC is, how it works and how they can better help protect their employees. This executive summary will help business owners consider the options on the table.
Currently, an estate is not subject to the federal estate tax until it exceeds $11,580,000 (double for married taxpayers). In 2026, the current exemption will sunset, effectively cutting the amount in half. This piece looks at four options to protect your client's legacy before that happens.
Nobody likes filling out a 50-page term insurance application. And now you don’t have to. Ash Term Express takes the paperless, digital experience a step further. Everything you need to write a term life application is in one place, regardless of which carrier you chose.
A lot can change in a few years – the market, your clients’ goals and their financial needs. Our Ash Annuity Audit provides a third-party annuity contract review and analysis to help you build trust and deepen relationships. See how it works and the opportunities it can uncover.
The Annuity Audit review is designed to analyze your clients’ current in-force annuities and provide you with an understanding of your clients’ current contracts, allowing you to evaluate appropriate options. This form will help you get the facts to start.
An absolute gem to work with on the application process. Your team walked me through every step, and I cannot express how grateful I am to have you as a resource!