Our Promise

Whatever the question, whatever the need. Ash Answers.

It's more than a tagline. It's a promise. No need to try to navigate our new partnership alone - let us help! Your dedicated team will provide education and help direct you through the products and process, while leveraging our relationships to find the right solution for you.

Get Started Here

Training Videos

Helpful Tutorials for Getting Started

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.

June 2020 |

2 minutes

Running a Quote or Illustration

See what to click to start your first quote, or get help with a complex case.

March 2021 |

2 minutes

Completing Your Online Contracting

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

March 2021 |

3 minutes

Life Insurance

Using Ash Term Express

We’ve taken the guesswork out of quoting to bring you the best term options for your clients. Quote and submit an application in minutes!

March 2021 |

2 minutes

Navigating the Advisor Portal

Using the homepage titles and two navigation menus, you can get what you need – quickly.

March 2021 |

2 minutes

Discovering Your Ash Team

There's no need to navigate everything on your own! See how your Ash team can help at each step along the way.

June 2020 |

3 minutes

Complete the Questionnaire

5 Questions to Prepare for Your Welcome Call

On your call with Brandy, we'd like to learn more about you, your team, your expectations and current opportunities. Please take a moment to download our welcome questionnaire, which will help you think through five important questions to get the most out of your Ash experience.

Let's Talk

I'd love to connect and make sure you have everything you need to get started, get connected and get solutions for your clients. Schedule a call at a time that works for you - with no back and forth.

Schedule Your Call

Advisor Portal

The first step in unlocking the power of Ash's technology platform is to register for the Ash Advisor Portal — a premier resource, purpose-built to help you grow your business — while working in your business. Create an account or log back in with your new knowledge and see all it has to offer!

Access the Advisor Portal

Featured Webinar

Ash Brokerage 101

If you’re passionate about building relationships and impacting lives, we can help. In just 20 minutes, you’ll learn about:

How we’ll help you strengthen your client relationships and bridge a gap to their next generation
Proprietary innovations purpose-built to help you grow
The vast resources available to you with an Ash Brokerage partnership

Watch Now

Recent Webinars

Watch On-Demand

Jump right in by catching an on-demand replay of one of our recent educational events.

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

Disability Insurance 101: Protecting Paychecks

It’s the foundation to their financial plan. Is the foundation secure? With individual disability insurance, you can provide comprehensive, competitive protection for your client’s greatest asset – their ability to earn a paycheck. See how to make DI work for you.

Tim Kukieza, George Wilkins, Rick Cordaro, Brian Lauber, Matt Erpelding

May 2022 • 61 minutes

Disability Insurance

Adding DI to the Conversation

Disabilities happen, and protecting against them is an important part of any financial plan. Learn how to target clients willing to have a DI conversation, key life stages where disability insurance is needed and five easy steps to open a meaningful dialog.

Tim Kukieza

April 2022 • 30 minutes

Couple-Prepares-for-Retirement-with-Social-Security

Retirement Solutions

Planning Opportunities Using Social Security

Clients are typically misinformed about Social Security. And that leaves you with a key planning opportunity. Watch to see how you can guide clients to make better decisions now that can set them up for retirement income success.

Randy Kitzmiller

March 2022 • 12 minutes

Long-Term Care

LTC University - Spring 2022

Our most popular 3-day series is now a rapid-fire cram session on long-term care planning. In just 90 minutes, you’ll get updates on the current LTC landscape, prescreening and underwriting tools, and success stories from four carriers.

Stephen Denton, Matt Stieglitz, Bryan Scott, David Bidwell, John Gibbons, Matt Redick, Tim Vannoy

March 2022 • 79 minutes

Practice Management

Willpower. Wellness. Winning

Join a conversation with Paul Kingsman and Wendy Boglioli, a healthy aging advocate, Olympic gold medalist and speaker. Wendy shared how physical and financial strength are tied together — and how you can help clients achieve their goals.

Paul-Kingsman-Ash-Brokerage-Practice-Enhancement

Paul Kingsman, Wendy Boglioli

March 2022 • 61 minutes

Life Insurance

Essential Rules for Estate Planning in 2022

Today's estate tax laws will change. Learn how to pass the most value onto their beneficiaries by getting ahead of how changes will affect your clients. Leveraging the benefits of tax-free life insurance, while maintaining cash flow and putting today's taxes to use.

Sam Rocke, Matt Erpelding

February 2022 • 25 minutes

WBN-2021-01-27 1200x628NC_Superhuman-Sales

Practice Management

Superhuman Sales: The Secret to Exponential Growth

Instead of following the same process as you have in years past, most likely earning the same results, make 2022 your time to shatter old habits to see real results. It’s time to change the way you see yourself and your business.

Mike McGlothlin, Elyse Archer

January 2022 • 61 minutes

Working With Ash

Ready, Set, Go with Ash Brokerage

Too often, we get told "I didn't know you did that" — even from some of our top partners. And with all the resources we've launched, it's easy to have missed something that can help your business grow. Here's a quick look at Ash's best-kept-secret tools and services.

Maria Sarci, Jenny Crabill, Megan Easton, Bryan Haas, Darrell Perry, Natalie Kropuenske, Sam Rocke, Paul Kingsman, Randy Kitzmiller, Mike McGlothlin, Mike Toy, Matt Erpelding

January 2022 • 30 minutes

WBN-2021-01-06 1200x628NC Produce better outcomes

Life Insurance

Produce Better Term Insurance Outcomes

Informed decisions drive better results. Discover Ash Express — the only term life insurance platform that quotes based on placement probability and streamlined accelerated underwriting data. Guide cases to be issued quicker with fewer requirements and a higher rate of success.

Sam Rocke, Maria Sarci, Todd Ruplinger

January 2022 • 32 minutes

Practice Management

Create Your 2022 Success Blueprint — Now

Success is driven by setting achievable, exciting goals. This webinar helps prioritize your distraction-proof pathway and act on what matters to succeed sooner. We'll help you document how you'll feel after achieving your objectives, so you can stick to it!

Mike McGlothlin, Paul Kingsman

December 2021 • 61 minutes

Retirement Solutions

Federal Tax Proposals: Where Are We Now?

While details of the COVID relief, infrastructure improvement and economic recovery plan come into focus, tax implications of the plan have created new year-end planning opportunities. Learn what high-net-worth individuals and small business owners should monitor and which parts have been enacted.

Mike McGlothlin, Ryan Miller

November 2021 • 58 minutes