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.
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Long-Term Care
Finding Funding for LTC - Cash Flow
An LTC insurance policy doesn't have to cover 100% of expenses. Based on a real case, this 60-year-old high-income earner was able to put $500 per month into a policy. Here's how we structured it to get the most return, using a small portion of the portfolio.
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3 minutes
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Retirement Solutions
Attracting Prospects Using Income Alpha
Are you overpaying for your lead generation? See how our Retirement Readiness calculator can help you be more effective in attracting quality prospects that are ready for a conversation about Income Alpha and shifting retirement risks.
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2 minutes
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Retirement Solutions
How Income Alpha Can Grow Your Business
Income Alpha is made for today’s best-interest planning environment — to free up assets and minimize retirement risk. Focus on how you can shift the risk of retirement versus how much you can accumulate, and watch your lifetime client value increase.
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2 minutes
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Retirement Solutions
Why Your Client's Retirement Planning Needs Income Alpha
Don’t let your client's retirement portfolio take on unnecessary risks. Longevity. Sequence of Returns. Asset Mix. All of these factors can be protected against using Income Alpha to produce guaranteed income. See how two couples compare in this case study.
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2 minutes
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Retirement Solutions
The Advantages of Income Alpha in a Retirement Portfolio
Americans are living longer, saving less, misusing Social Security and seeing their defined benefit plans frozen. That puts a strain on your assets. Income Alpha changes that with a strategy to create protected income and retirement portfolio leverage.
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2 minutes
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Long-Term Care
Which Clients Should I Talk To About LTC?
Identifying prospects can be hard, but your existing business is bursting with opportunities to discuss LTC. Learn how to identify clients in different demographics including their 40s, 50s and 60s, who are most ready to discuss the need for long-term care.
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2 minutes
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Life Insurance
Ash Life Audit - Mortality Madness
Mortality tables are updated regularly and significantly affect the performance and pricing of your clients' life insurance policies. Are you confident in their coverage? A policy review with Ash Life Audit will help you find the best fit.
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1 minutes
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Advanced Planning
Key to Success with Employee Retention Planning
Learn about the four Rs of key non-owner employee planning, understand if your client’s case is eligible for guaranteed issue underwriting and address nonqualified insurance-backed retirement plans for business owners. All to ensure success and reward for loyalty, while also creating employee retention.
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2 minutes
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Long-Term Care
The Biggest Challenge You Face, Confronted
Long-term care can be the most challenging — and possibly uncomfortable – discussion you have with your clients. However, with Ash, this is made simple — from how to begin the conversation and best options to putting a plan in place with the best solution.
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2 minutes
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Life Insurance
Recommend with Confidence using Ash Express
Welcome to Ash Express. A proven platform that uses placement probability and underwriting data to drive better term life insurance outcomes. Now you can make an informed quoting decision to give your client better odds of getting the coverage they need.
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2 minutes
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Life Insurance
Choose Your Underwriting Path with Ash Express
Life insurance underwriting has evolved. And while that means better options for your clients, it also makes it complicated. With Ash Express, you can quickly see if your quote is based on instant decision, accelerated underwriting or traditional underwriting.
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1 minutes
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Life Insurance
Ash Express Won't Let Contracting Slow You Down
With Ash Express, you can see if you have an active selling agreement with the insurance company right next to the quote — before you present it to your clients. Because when you’re ready to move forward, there shouldn’t be anything slowing you down.
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1 minutes
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