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Practice Management

Referral Words that Work in the Real World

As a financial advisor, you are a professional speaker. But are you getting the most out of your words? Join us to learn ways to draw upon insightful and repeatable mental scripts to lead conversations and coach your most influential clients so they recommend you to others.

Paul Kingsman

February 2025 • 30 minutes

Life Insurance

A Powerful Way to Reduce Taxes for High-Net-Worth Clients

Life insurance is a powerful tax-diversification tool that allows clients to keep more of their money. It is ideal for high-net-worth clients who are saving for the future, as an accumulation tool to prepare for retirement, or as tax-free income for the next generation.

Thomas Losher

February 2025 • 35 minutes

Life Insurance

Redefining Life Insurance: Insights on Vitality and Annexus Strategies

There's value in life insurance. We'll show you how to deliver it with the help of John Hancock's Vitality program, index allocation options offered by Annexus and real-world case studies showcasing strategies that drive better client outcomes.

Sam Rocke, Matt Gibson, JT Bell, Tom Haines

January 2025 • 43 minutes

Practice Management

Ready. Set. Go! Chart-Topping Insurance Hits for 2025

Kick-start your business on a high note! Tune in for the (insurance) hits that will get you in the groove to reach your production goals. From new strategies to practical tips with time-tested resources, these are solutions you'll want to put on repeat.

Kristin Snyder, Kim Carpenter, Bryan Langdon, Carly Rosswurm, Mike McGlothlin, Brian Lauber, Thomas Losher, Jim Dobler, Chris Kratzert, Haley Chaires

January 2025 • 23 minutes

Retirement Solutions

Use Smart Strategies for Social Security

Social Security plays a BIG role in retirement planning, and your clients need help making smart Social Security choices. Join guest presenter Thomas Drapala to clear up confusion and build client trust.

Mike-McGlothlin-Ash-Brokerage-EVP-Retirement

Mike McGlothlin, Thomas Drapala

December 2024 • 29 minutes

Retirement Solutions

Pension Risk Transfer: Open the Door to New Client Opportunities

Pension sponsors are looking for ways to reduce risks – and you can be the one to help them. Join PRT experts Steve Pilger and Alan Pitts, as they reveal how to transform pension risk into profit.

Steve Pilger, Alan Pitts

November 2024 • 50 minutes

Retirement Solutions

Purpose-Driven Retirement Planning

Clients need help both planning for their financial future and finding purpose in retirement. Acclaimed author and speaker, Joe Jordan, will present his keynote to help you overcome obstacles and succeed during the best time to be in this business.

Mike McGlothlin, Joe Jordan

November 2024 • 50 minutes

LTC-University-5-Must-Know-Solutions card

Long-Term Care

LTC University - 5 Must-Know Solutions to Sell Long-Term Care

In just 90 minutes, you’ll get updates on the current LTC landscape, when to bring experts into the conversation, prospecting and prescreening tools, funding strategies and tips to get a long-term care case over the finish line.

Bryan Langdon, Stephen Denton, Amy Lozier, CLTC®, Matt Stieglitz

October 2024 • 90 minutes

Retirement Solutions

Using Housing Wealth for Retirement Income

Historically, reverse mortgages have been overlooked or considered a last resort — but that perspective is rapidly changing. Turn equity into income and see how to create a tax-free reserve that grows more than 6% annually.

Mike McGlothlin, Don Graves

October 2024 • 55 minutes

Insurance-Unscripted-IUL-Indexed-Universal-Life-Ash-Brokerage

Disability Insurance

Insurance Unscripted: Keep Key Employees with Multi-Life

Key employees are often highly paid, making it necessary to consider additional benefits to set their company apart. With underwriting concessions and a simplified process, multi-life sales offer benefits over and above the group coverage.

George-Wilkins-Ash-Brokerage-Disability-Insurance

George Wilkins, Matt McAvoy

September 2024 • 24 minutes

Medicare Solutions

Preparing Clients for the Medicare Annual Enrollment Period

Medicare Annual Enrollment is right around the corner. Gear up with Ash! We'll arm you with answers to common questions and guide you through how to help clients get coverage – without having to be the Medicare expert.

Carly Rosswurm

September 2024 • 25 minutes

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Advanced Planning

Annuity Arbitrage: The Good. The Bad. The Not-So-Ugly.

Sometimes, the interest-rate environment creates a can't-miss opportunity. This is one of those times. Learn how to put high annuity rates and lower life premiums to work for your clients with annuity arbitrage.

Sam Rocke, Tim Ash, Mike McGlothlin

September 2024 • 32 minutes