Trust is our business. Thank you for trusting us with providing solutions for your clients. But we aren’t satisfied with good enough. We want to help you do more. Protect more clients. Earn more income. Offer more solutions. Our educational resources will help you find new opportunities to start a conversation. Explore on your own or check out a few sections that might just be exactly what you’re looking for.

Clever openers optional

A straightforward conversation is all that’s required to help clients understand the importance of planning.

Solutions through stories

Explore a case study to apply proven outcomes that excel in different situations.

Headphone-worthy content

Whether on-the-go or between client appointments, listen to new sales ideas, industry news, education and more.

Talk like an expert

Get valuable insurance education to make sure your clients have the protection they need.

Solve it with a soundbite

Find quick concepts and easy-to-understand strategies in our library of short 3-minute videos.

Find It Fast

Ash Answers

Recent Search Terms:

Grow Your Business

Capture opportunities on your doorstep

Take on more clients with better strategies. Look ahead to your next opportunity with policy review, practice management, client seminars and lead generation.

Keep Moving Forward

Tools & Technology

Keeping you one step ahead

Imagine what you could get done if you weren’t spending all your time on outdated systems. Free up your time to focus on making meaningful connections.

Browse the Latest

Integral to my practice

As an independent advisor, these people are integral to my practice. You are always available with answers to my questions and to help me with illustrations to fit my clients' needs. You ask the kind of questions to lead me to find the right solutions.

Kathryn Hall

Strategist, Simple Talk Financial Solutions

Above and beyond

You went above and beyond. After receiving the quotes that I requested, I responded back via email with questions and the case designer called me to explain. She was on the phone with me for a while as I continued to ask questions and did a great job explaining the benefits. I am looking forward to selling more policies with the Ash team!

Kassandra Moore

Personal Lines Processor, Select Underwriters

Always exceptional

Always super prompt. Always helpful. Always exceptionally speedy answering my questions and lending me any support I need.

Timothy M. Carlson

Financial Advisor, WESTconsin Investment Advisors

Ready to dive in?

Who you choose to partner with is a big decision. Find out more by checking out our Advisor Portal or connecting with our team.

Access the Portal Contact Us

Featured Content

Retirement Solutions

Conquer the Efficient Frontier for Income Planning

There’s an efficient frontier for creating protected income in retirement. But it doesn’t require any additional assets from the client. We call it the Income Alpha strategy. And it can help you maximize return, minimize risk and transform your business.

Mike McGlothlin

June 2022 • 4-min read

Insurance-Unscripted-Retirement-Income-banner

Retirement Solutions

Randy-Kitzmiller-Ash-Brokerage-Retirement-Income-Consultant

Jim-Martin-Ash-Brokerage-Retirement-Income-Consultant

Featured Speakers

Randy Kitzmiller, Jim Martin

Insurance Unscripted: Guaranteed Income in Retirement

June 29, 2022 - 11 a.m. EDT

Income is a big deal in retirement, and something clients are probably thinking about. But with just a little repositioning, you can increase retirement income, help your clients protect against risk or even leave a greater legacy using existing assets.

Retirement Solutions

Attracting Prospects Using Income Alpha

Are you overpaying for your lead generation? See how our Retirement Readiness calculator can help you be more effective in attracting quality prospects that are ready for a conversation about Income Alpha and shifting retirement risks.

June 2022 |

2 minutes

Retirement Solutions

How Income Alpha Can Grow Your Business

Income Alpha is made for today’s best-interest planning environment — to free up assets and minimize retirement risk. Focus on how you can shift the risk of retirement versus how much you can accumulate, and watch your lifetime client value increase.

June 2022 |

2 minutes

Retirement Solutions

Why Your Client's Retirement Planning Needs Income Alpha

Don’t let your client's retirement portfolio take on unnecessary risks. Longevity. Sequence of Returns. Asset Mix. All of these factors can be protected against using Income Alpha to produce guaranteed income. See how two couples compare in this case study.

June 2022 |

2 minutes

Disability Insurance

Filling in the Disability Insurance Gap

Group DI, individual disability insurance and Social Security are three key sources to consider when it comes to complete income protection for your clients. Find out how to stack coverage together to strengthen your client's overall financial foundation.

Tim Kukieza

June 2022 • 5-min read

Retirement Solutions

The Advantages of Income Alpha in a Retirement Portfolio

Americans are living longer, saving less, misusing Social Security and seeing their defined benefit plans frozen. That puts a strain on your assets. Income Alpha changes that with a strategy to create protected income and retirement portfolio leverage.

June 2022 |

2 minutes

Retirement Solutions

Growing Your Business with Lead Generation

Finding qualified leads is difficult — even for advisors with time and marketing knowledge. Here's how Ash’s lead generation services can help.

Mike McGlothlin

June 2022 • 1-min read

Create a Conversation - Managing Risk

In this conversation card, you're looking for clients who are concerned about rising rates, inflation or market risk. But they still want higher returns. With a fixed indexed annuity (FIA), clients can have no risk of loss while providing the ability to meet or exceed inflation.

May 2022

Retirement Solutions

What’s the best way to prospect for new clients? Focus on keeping it simple.

Prospecting isn't always easy, but that doesn't mean it can't be simple. Focus on developing a solid referral track, using today’s technology tools and establishing automated, repeatable processed to nurture client relationships and enhance your reach.

Mike McGlothlin

May 2022 • 4-min read

Life Insurance

TECHnically Speaking: Life Insurance Made Easy

Sell, process and manage life insurance easier with Ash's core platforms. We take you through the technology to show you how to generate new opportunities from prior sales, evaluate existing coverage and get a new policy quicker.

Sam Rocke, Kim Carpenter

May 2022 • 25 minutes

Disability Insurance

Your Most Difficult Conversation Made Easy

When it comes to your clients, a consultative approach and these five simple steps can help you have the conversation around income protection, while ensuring the plan makes sense and is affordable.

May 2022 |

2 minutes