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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.

Advanced Planning
Estate Equalization
Estate Equalization ensures all heirs are treated fairly and promotes family harmony. See how you can help clients think through and plan for those situations.
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7 minutes
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Preparing-for-a-Change-of-Plan
Advanced Planning
Preparing for a Change of Plan
Sometimes the key to protecting your clients is helping them maintain flexibility and control. A flexible premium life insurance plan, along with a flexible trust, might be the right diversification strategy for younger clients.
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3 minutes
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Planning-for-Tax-Increases
Life Insurance
Planning for Tax Increases
Now is the time to get ahead of tax changes. As the House and Senate review bills, we have a much better idea of what future taxes might look like, and how we can help your clients plan for it.
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4 minutes
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Ins-and-Outs-of-DI-Features
Disability Insurance
Ins and Outs of Group LTD
It’s open enrollment, which is the perfect time to talk disability insurance with business owners, executives and individuals. Our DI team can show you what to look for and why it’s so important.
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4 minutes
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Marketing-and-Lead-Generation-Bundles
Practice Management
Marketing and Lead Generation Bundles
Generate leads. Grow your business. Digital marketing doesn't need to be your specialty, but your firm needs to be attracting quality prospects that can move the needle for your business. We'll help you remain relevant in the largest shift from the workforce to retirement.
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1 minutes
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Tax-Efficient-Wealth-Transfer-Planning
Advanced Planning
Tax-Efficient Wealth Transfer Plan
A deferred annuity could be the key to a simpler wealth transfer strategy for your clients. With the Annuity Max concept, you can save a step when funding your client's life insurance policy.
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2 minutes
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Protecting-Families-with-Income-Replacement
Life Insurance
Protecting Families With Income Replacement
Don’t leave your clients exposed by only covering part of their risk. By focusing on term life insurance and disability insurance together, you’re offering them complete income replacement protection.
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4 minutes
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Don't-Wait-Until-The-Last-Minute-for-LTC
Long-Term Care
Don't Wait Until the Last Minute
The state of Washington put long-term care in the spotlight, and now carriers are overwhelmed with applications. Even if long-term care isn't your focus, make sure to talk to your clients before it's too late.
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3 minutes
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Protecting-Your-Clients-Most-Valuable-Asset
Disability Insurance
5 Simple Steps to Talking Paycheck Protection
In just five simple steps, you can help your clients understand the importance of protecting their income. We’ll walk you through exactly how — and why —to have this critical conversation with your clients.
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2 minutes
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Resources-to-Plan-for-DI
Disability Insurance
Resources to Plan for DI
If there’s a resource to help you add DI to your practice, you’ll find it on the new ashbrokerage.com. Take a minute to explore the site and see how it can make it easier for you to protect your clients.
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2 minutes
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The-401k-Restoration-Plan
Advanced Planning
The 401(k) Restoration Plan
Find out how deferred compensation, safe harbors and qualified funds come into play with 401(k) planning. Your Advanced Markets team is here to walk you through business owner needs.
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2 minutes
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Using-Annuities-in-Todays-Environment
Retirement Solutions
Using Annuities in Today's Environment
To properly use annuities in your clients’ planning, you need to keep up with changing times and needs. Utilizing our Annuity Audit team and other resources on our website makes the task more manageable.
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1 minutes
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