Retirement Solutions

Give the Gift of Choice

The key is to effectively involve your client in the decision-making process by supplying and presenting enough options to give them a voice. But not so many that they are overwhelmed.

Nick Bond

December 2021 • 2-min read

Retirement Solutions

3 Easy Ways to Make the Year-End Call

It’s common for advisors to think their clients are too busy during the holiday season to want to hear from them, so they avoid calling until after the new year. But letting your clients know now that you are thinking about them can get them prepared to discuss their finances in January.

Paul Kingsman

November 2021 • 2-min read

Retirement Solutions

How To Get Paid in Retirement

One of your biggest jobs as a financial advisor is securing a retirement income stream for your clients and also giving them the confidence to use it.

John Duchien

November 2021 • 1-min read

Retirement Solutions

Give Your Clients Something New to Talk About

Certainly, annuities have some risks, such as the sales charges and then the risk of the carrier. But at the end of the day, there are substantial differences in rates of return for clients in today’s low-interest-rate environment.

Mike McGlothlin

November 2021 • 1-min read

Disability Insurance

Do Your Clients Need a (Financial) HUG?

To afford basic needs such as housing, utilities and groceries, your clients need to have income coming in. And that income needs to be protected. That’s where disability insurance (DI) comes in. And it’s more affordable than you or your clients might think.

Tim Kukieza

October 2021 • 3-min read

Retirement Solutions

Say Yes to Income Planning

When we think of an estate or financial plan, we think wills, trusts, assets under management, cash value, and other accumulation and transfer vehicles. But how often do we really think of income? As your clients shift from the workplace to retirement, it’s a big piece of how they will maintain their lifestyle.

Jim Martin

October 2021 • 1-min read

Retirement Solutions

Popular Tool: Ash Annuity Audit

If you have clients with older annuities and you think it’s time for a review, let us know. Together with just a fact finder and an annuity statement we’ll be able to help your clients feel confident in their retirement.

Mike McGlothlin

September 2021 • 2-min read

Retirement Solutions

Prepare Your Clients for Reductions in Social Security Benefits

Some experts predict Social Security may be depleted as soon as 2028. Are your clients protected? Consider using an annuity that creates an additional source of retirement income and pays a bonus if reductions are made to Social Security.

Mike McGlothlin

July 2021 • 2-min read

Practice Management

5 Marketing Lessons From Rebuilding Our Website

Part of building your practice involves honing your message and getting it out there for your clients to hear. With the launch of our revised website, we’ve put our words into action. And we learned a lot along the way.

Maria Sarci

July 2021 • 5-min read

Retirement Solutions

How the Pandemic Has Affected Retirement for 68 Million Americans

As the world has changed, now is the time to reevaluate some of the retirement vehicles that were put in place 10 or 15 years ago.

Mike McGlothlin

July 2021 • 2-min read

Long-Term Care

Taking LTC Funding from Scary to Solved

It IS possible to fund long-term care without changing your client's lifestyle. And the options aren't just limited to cash.

Stephen Denton

June 2021 • 2-min read

Disability Insurance

What’s the Deal with Social Security Disability?

If your clients bring up Social Security as a fallback option for disability insurance, make sure they truly understand what they’re getting into.

Meghan Cormany

June 2021 • 1-min read