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Videos

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.

Life Insurance
Ash Instant
Life insurance from quote to decision in less than 10 minutes.
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2 minutes
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Strategies-for-Non-Owner-Key-Employees
Advanced Planning
Strategies for Non-Owner Key Employees
Help business owners create a plan to retain integral employees. Endorsement split-dollar, funded with a permanent life policy, can both protect the business while offering additional value to the employee. See how to design a specific plan for your client.
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4 minutes
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New-Approach-to-DI
Disability Insurance
A New Approach to DI
It's one of the most important things you can do for your clients: help clients protect their paycheck from an unexpected illness or injury. With Ash’s wide offering of income replacement solutions, we can help you create customized solutions for disability insurance.
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4 minutes
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Partnership-Buy-Sell-Have-To-Do-With-Retirement
Advanced Planning
What Does a Partnership Buy-Sell Have To Do with Retirement
Instead of using term insurance to fund a buy-sell, talk to your business owner clients about using an IUL. By adding cash to the indexed universal life policy, they are also able to catch up on their retirement funding tax-deferred assets.
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2 minutes
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Retirement Solutions
A Better Experience for Managing In-Force Policies
Bring your in-force cases into focus with In-Force Vision, Ash's revolutionary in-force case management system. It's more than just a way to keep track of your policies. It's an opportunity to increase your value and your business.
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1 minutes
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Retirement Solutions
Track Important Notifications with In-Force Vision
With the new In-Force Vision dashboard from Ash Brokerage, changes such as a policy lapse or client death claim notifications are easy to track, all in one spot. Bring your in-force cases into focus with this revolutionary in-force case management system.
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1 minutes
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Retirement Solutions
Organize and Filter Your Data with In-Force Vision
With In-force Vision, you'll find all your existing Ash life and annuity cases on one easy-to-use case management dashboard. Our convenient filters allow you to organize your cases however you'd like — by date, type, cash value and more.
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1 minutes
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Retirement Solutions
Automate Your In-Force Policy Management
You’ve sold a lot of insurance policies. Let us help you automate the way you manage them using the new In-Force Vision platform. With regular feeds from many of our carriers, you'll be seeing the most up-to-date policy information, all in one place.
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1 minutes
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Retirement Solutions
A Single Dashboard for In-Force Policy Management
Save time. Stop logging in to multiple insurance carrier websites to check on policy status. With the new In-Force Vision dashboard, you can track the real-time status of your life insurance and annuity business, without researching individual cases.
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1 minutes
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Using-In-Force-Vision-to-Focus-on-New-Opportunities
Life Insurance
Using In-Force Vision to Focus on New Opportunities
With In-force Vision, you are able to not only manage your existing cases, but you can also find new opportunities within your current book of business. Take a look at your in-force cases, and then let our experts identify new ways to protect your clients.
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1 minutes
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Deliver-a-Better-LTC-Experience
Long-Term Care
Deliver a Better LTC Experience
Give your clients a better experience when it comes to applying for long-term care. As carriers move toward fully-digital e-apps, your Ash LTC team can help make the process easier than ever.
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1 minutes
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Tax-Diversification-Solution-for-Fee-Based-Advisors
Life Insurance
Tax-Diversification Solution for Fee-Based Advisors
Tax diversification is an important part of planning for future tax changes. A no-load IUL policy can provide the protection of indexed universal life insurance, without having to worry about commissions or the complex intricacies of product design.
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2 minutes
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