Get your RICP® Designation: Just $1,417 (53% off tuition!) Through Ash's discount, you pay $2,290 upfront to The College, with a $837 reimbursement upon completion of the course and an active annuity carrier contract through Ash Brokerage.

Term life insurance offers affordable protection for your loved ones, typically covering specific financial obligations like mortgages, debts, or funeral expenses. However, two additional features can enhance your policy's value and flexibility: conversion option and living benefit riders.

An annuity contract review can provide better solutions for real clients, without requiring additional premium. In these case studies, discover how Ash Annuity Audit can help create a new revenue stream and an unbiased, third-party look at performance.

Taxes get complicated. Retirement plans. Medicare. Social Security. Estate and gift taxes. Health savings rates. Tax rate schedules. This tax reference pocket guide is easy to keep with you, with the information you need to keep at your fingertips while planning with your clients.

Taxes get complicated. Retirement plans. Medicare. Social Security. Estate and gift taxes. Health savings rates. Tax rate schedules. Mileage rates. This tax reference guide contains all the information you need to keep at your fingertips while planning with your clients.

As different states look at creating state-mandated plans, your clients might have questions. This client-approved piece can help answer those questions and give them a higher level of confidence in the power of planning for long-term care.

Helping your clients plan for long-term care is important. Don't navigate it alone. With Ash's resources, you can get the expertise you need from start to finish to ensure your clients spend their final years the way they want. From training and client consultations to assistance with the application, we've got you covered.

Like other states, New York is considering a state-funded trust program to help with the cost of long-term care for its residents. While the legislation is currently in the proposal stage, now is the time to learn what it means for you and how you can prepare.

Get a reference on the tax treatment of long-term care premiums for business owners! This easy-to-read chart shows five business types, with key deductibility information on premiums for owners, employees and spouses, as well as reported income and eligible premiums.

Group long-term care coverage can provide lower rates and simplified underwriting for employees – as well as tax incentives for a business. This tutorial walks through the benefits, funding options, who receives the benefit and the potential tax deductions for the company.

The lifetime gift and estate tax exemption is set to be cut in half in 2026. It might seem like there's ample time to create a plan, but there is a practical deadline ahead of the statutory deadline. Here's what you need to know to avoid the rush.

If you work with business owners, you should be talking about the benefits of offering employer-sponsored plans for long-term care and disability insurance. Discussing both types of coverage puts the protection they need right up front, allowing employers to retain key employees without having to have separate conversations. And with Ash, getting started is easy.