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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

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Retirement Solutions

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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

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Featured Case Study

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Matt Erpelding

June 2021 • 1-min read

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Retirement Solutions

Featured Speakers

Randy Kitzmiller, Jim Martin

Insurance Unscripted: Guaranteed Income in Retirement

June 29, 2022 - 11 a.m. EDT

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Long-Term Care

Linked Benefit Plan in the Workplace

Business owners aren’t limited to traditional LTC to cover their employees or get a tax break. Linked benefit strategies are also available solutions for worksite situations. Find out more about how these plans are taxed and what deductions are available for employers.

May 2021 |

2 minutes

Life Insurance

See What Premium Finance Can Do

For your high-net-worth clients, a premium finance strategy is the opportunity to put someone else’s — namely a bank’s — money to work for them. This case study is an example of how it works, and how flexible it can be.

May 2021 |

3 minutes

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As we say in the US Navy, BRAVO ZULU!

Joseph B. Faris

Financial Representative, Northwestern Mutual

An absolute gem

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!

Marshall Dearing

Associate Advisor, Vector Wealth Strategies