We give you solutions in a soundbite. These short videos will help you break down complex topics into ideas simple enough that you can start a piece of the conversation – with your clients or our team. Browse the library then contact us to go deeper on how to apply an insurance solution to your business.
Advanced Planning
Don't Be Blindsided if a Key Employee Leaves
No one wants to lose a key employee, but a little planning could make the loss easier. And, if you use life insurance in the plan, the business owner can leverage unique tax advantages.
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2 minutes
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Life Insurance
A Win-Win for Clients Near Retirement
When planning for retirement, guaranteed income and funds for long-term care are two important considerations. Add life insurance to the equation and you add in some valuable tax savings as well.
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2 minutes
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Disability Insurance
How to Tell the Key-Person DI Story
Covering a key person against a disability is every bit as important as any other planning a business owner will do. Regardless of the type of business, take a consultative approach when talking to your clients. We’ll help you figure out the best way to have the conversation.
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3 minutes
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Disability Insurance
DI Planning for Every Situation
There are many different ways to offer paycheck protection. Even though your clients don’t anticipate a disability happening to them, it’s critical to have a plan in place in case it does. Whether it’s supplemental to a group policy, something for a small business or individual coverage, we can help you bring up the topic before it’s too late.
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3 minutes
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Life Insurance
Increase Cash Growth for the Long-Term
Many corporations have cash just sitting on the balance sheet. What if there was a way to put it to better use? Life insurance can take cash off the sidelines and increase how it earns for you.
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3 minutes
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Advanced Planning
Fair Distribution for Families
No matter what a family looks like, there’s a need to distribute assets fairly. In cases of children from multiple marriages, blended families or only some children being involved in the business, life insurance can help accomplish that.
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1 minutes
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Life Insurance
It's Time to Try Ash Instant
Take the opportunity in 2022 to try Ash Instant, our innovative instant decision term product. You’ll be amazed at how easy it is.
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1 minutes
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Advanced Planning
Buy-Sell Planning Opportunities
Multiple owners don't have to mean more obstacles. We can help structure a buy-sell agreement that addresses current goals. Or, we can review an existing plan and make sure that it covers what’s important.
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1 minutes
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Long-Term Care
Successfully Helping Clients with LTC Rate Increases
If you have clients experiencing rate increases on their traditional long-term care insurance policies, Ash can help. Every situation is different and we can offer solutions you might not have known were an option.
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2 minutes
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Advanced Planning
Make Charitable Giving Easier with Life Insurance
If you have clients wanting to leave money to a charity, life insurance can help make that happen. Your clients will also be able to take advantage of the tax benefits offered by life insurance. Check out some of the strategies we can help you put in place.
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3 minutes
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Disability Insurance
A Consultative Approach to Group LTD
Make sure your client understands how much take-home pay they are truly earning if they need to use their employer-provided group long-term disability. We’ll show you what to watch for and how to protect your client.
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4 minutes
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Life Insurance
Changes to Quoting on the Ash Advisor Portal
We know that informed decisions drive better results such as shorter cycle time, fewer touches and higher policy placement. With Ash Express, your cases will be issued quicker, more often and with fewer requirements.
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2 minutes
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