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Discover what’s working and trending across financial services and insurance. Combining industry expertise, insurance carrier relationships and vision for the future, our blog will help you stay informed – before meeting with your clients. Read it. Discuss it. Stay up-to-date. And if you have questions on any of the topics, we’re here to answer.

Digital Age
Retirement Solutions
The Digital Age and How Consumers Engage Now
Clients are engaging digitally, and they expect you to do the same. By taking time to develop a plan that allows you to stay in regular contact you’ll avoid getting left behind.
Mike McGlothlin
Mike McGlothlin
May 2021 • 2-min read
Clear Message
Retirement Solutions
Why A Clear Message is a Must
By implementing new strategies for marketing and creating a clear and concise message, you’ll be able to attract new clients and grow your business. It starts with changing the way you think about marketing.
Mike McGlothlin
Mike McGlothlin
May 2021 • 2-min read
Long-Term-Care-Stay-In-The-Boat
Long-Term Care
Stay in the Boat!
Protecting families against the risk of long-term care is like white-water rafting. To enjoy success, you need to commit to the ride.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
April 2021 • 3-min read
HPP-Referrals-1200x628
Retirement Solutions
Reframing the Referral Conversation
Think about helping your clients make the connection between how you helped them and conversations they will have with friends and family over the upcoming holidays either digitally or in person.
Mike McGlothlin
Mike McGlothlin
November 2020 • 1-min read
HPP-GrowBusiness-1200x628
Retirement Solutions
Grow with the Best Prospects – Easily
You have to pay attention to how your grow your business and with whom you grow your business. If adding more clients is your solution, you have to be deliberate in the clients you choose to add.
Mike McGlothlin
Mike McGlothlin
November 2020 • 2-min read
HPP-Increase-1200x628
Retirement Solutions
Increase Your Annuity Sales (and Create Confidence in Your Clients)
With the right resources, it is possible to develop a more secure retirement for your clients while increasing your annuity sales.
Mike McGlothlin
Mike McGlothlin
August 2020 • 2-min read
Planning-Opportunities-Created-By-The-CARES-Act
Advanced Planning
Planning Opportunities Created by the 2020 CARES Act
The Coronavirus Aid, Relief and Economic Security (CARES) Act provided nearly $2 trillion of support to families and businesses during the COVID-19 pandemic, with provisions that affected nearly every part of the nation’s economy.
Steven-Gates-Ash-Brokerage-Advanced-Markets
Steven Gates
April 2020 • 7-min read