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.
Disability Insurance
The Year Disability Insurance Saved Christmas
Once upon a time, in a land far, far away, there lived an elf who fell out of Santa's sleigh. None of the other elves were distressed or dismayed. This is the story of how disability insurance saved the day. Make sure your business-owner clients have a key person DI policy before something happens.
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3 minutes
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Retirement Solutions
Leave a Legacy without Underwriting
More than $68 trillion in assets will be transferred over the next quarter-century. Using a multigenerational annuity and a hand-written letter, you can transfer wealth to future generations, along with family values so you retain the next generation of beneficiaries.
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1 minutes
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Disability Insurance
DI Coverage Review (regardless of who ran the illustration)
Whether your client has coverage that needs to be looked at or they’ve received a quote from another advisor, let your Ash DI team help you add value and strengthen your relationships. When it comes to income replacement, you’ve come to the right place.
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4 minutes
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Advanced Planning
Advanced Marketing for Your Most Important Clients
Make sure you’re taking advantage of the resources that are included in your partnership with Ash. Not only is our Advanced Markets team here to get you excited about 2022, but we can show you how to use carrier resources to get large cases complete.
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2 minutes
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Life Insurance
Year-End Planning Strategies
Whether your clients are high-end, nearing retirement or in need of a solid wealth transfer plan, we have the strategies you need to help them hit their goals. Find out more about how life insurance fits into the picture.
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2 minutes
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Retirement Solutions
Understanding QLACs
Qualified longevity annuity contracts are an underutilized tool. In our annual study, a QLAC improved the probability of retirement success in 100% of our 48 scenarios for ages 55 to 70. See how adding a QLAC helps clients create protected income on a deferred basis.
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1 minutes
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Disability Insurance
Discover the Flexibility of Key-Person DI
When talking to your business owner clients about key-person coverage, don’t stop at life insurance. When it comes to key-person coverage, disability insurance allows you to tailor the policy to fit your clients’ needs with choices as to how benefits are received, who is covered, and more.
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2 minutes
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Advanced Planning
Simplifying Underwriting for Buy-Sell Cases
Multiple life insurance applications and getting several key people underwritten can be a paperwork headache. The answer? It might just be to ADD more key people in the mix, to qualify for a simplified program. Our Advanced Market team can help you do it.
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3 minutes
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Disability Insurance
Getting More From Multi-Life Disability Insurance
With three or more employees, business owners can qualify for big discounts on Disability Insurance —especially for female clients. And during open enrollment season, it's a perfect time to save clients on their premiums.
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3 minutes
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Life Insurance
Exciting Fixed Income Alternative
Instead of just putting safe money back in a CD, consider an alternative with instant underwriting, no surrender charges, tax-deferral and a tax-free death benefit. In addition, this life insurance product has upside potential. See how it works — and why it’s not too good to be true.
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2 minutes
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Long-Term Care
LTC Funding Strategy: Nonqualified Annuities
If your clients are holding onto nonqualified annuities for what-if situations, and not for income, turn that tax-deferred vehicle into tax-free benefits. See how annuities can be used to fund a long-term care need.
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2 minutes
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Retirement Solutions
Using In Marriage QDROs for Estate Planning
It's easy to overlook innovative solutions for retirement and legacy planning. You may remember in-marriage QDROs from divorce cases, but they do much more. Use it to balance an estate, transfer funds for LTC, free up capital or access qualified funds on a tax-advantaged basis.
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1 minutes
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