Federal Tax Proposals: Where Are We Now?

While details of the COVID relief, infrastructure improvement and economic recovery plan come into focus, tax implications of the plan have created new year-end planning opportunities. Learn what high-net-worth individuals and small business owners should monitor and which parts have been enacted.

Mike McGlothlin, Ryan Miller

November 2021 • 58 minutes

2021-Fall-Advisor-Forum-Chart-Your-Next-Winning-Season

Long-Term Care

Take Cash Off the Sidelines

How efficiently are you positioning your client’s assets? See how to put idle assets into the game — without sacrificing lifestyle. When you're done, you'll be able to maximize idle assets, including positioning them to fund LTC and start a conversation with the right clients.

Sam Rocke, Chad Eyrich

November 2021 • 46 minutes

2021-Fall-Advisor-Forum-Take-Cash-Off-The-Sidelines

Technology & Innovation

Chart Your Next Winning Season

Grow your business without having to get new clients! Ash Brokerage created several resources to help you mine in-force data to generate more opportunities. We'll show you solutions for managing in-force policies, conducting efficient policy reviews and creating results for your clients.

Sam Rocke, Todd Ruplinger, Bryan Haas, Austin Ash

November 2021 • 42 minutes

Life Insurance

Don’t Fumble Income Replacement

Clients need to protect their family and their paycheck. Make the handoff from term opportunities to disability insurance with a holistic income replacement strategy. Discover unique answers including Ash Instant life insurance, finding the right balance with DI and making coverage easy.

Sam Rocke, Tim Kukieza

October 2021 • 43 minutes

Practice Management

Vision for Victory

The difference between being an over-developed survivor or a developed achiever comes down to staying focused on your end goal. Remove mental clutter and develop a concrete process to reach your goals. Dr. Kevin Elko discusses the five steps that will help you create a vision for success.

Mike McGlothlin, Kevin Elko

October 2021 • 52 minutes

Life Insurance

Your Playbook for a New Tax Environment

Clients need to protect their family and their paycheck. Make the handoff from term opportunities to disability insurance with a holistic income replacement strategy. Discover unique answers including Ash Instant life insurance, finding the right balance with DI and making coverage easy.

Sam Rocke, Matt Erpelding

October 2021 • 40 minutes

Retirement Solutions

Retirement Solutions for Business Owner Clients

Many business owners spend so much time growing their business, they fail to prepare for the needs for the future — both for themselves and the business. Watch to learn how clients can maximize deductions when starting a business, transfer risk and have a strategy to exit.

Jim-Martin-Ash-Brokerage-Retirement-Income-Consultant

Jim Martin, Steve Pilger

September 2021 • 42 minutes

Greater-Acculumulation-More-Value-Nationwide-IUL

Life Insurance

Greater Accumulation. More Value.

Fuel the opportunity for consistent returns and better outcomes by exploring Nationwide's transparent, low-cost New Heights IUL Accumulator 2020. Your clients will benefit from the proprietary uncapped accumulation and a design that delivers long-term performance.

John-Elder-National-Life-Specialist-Annexus-Group

Sam Rocke, Jon Elder

September 2021 • 36 minutes

Life Insurance

The Shift From Guarantees: How to Pivot

The move away from lifetime guarantees makes it necessary to pivot your business in a way that gives your clients upside potential and future flexibility. By leveraging certain IUL and VUL options, such as John Hancock's cash-value-driven products, clients can get more and pay less.

Sam Rocke, Justin Kemp

August 2021 • 31 minutes

Retirement Solutions

Create Liquidity with Income Alpha

There’s a misconception that annuities can limit liquidity. Using our exclusive JourneyGuide software and Income Alpha approach, we’ll demonstrate why annuities allow a portfolio to generate more income while using fewer assets. You'll increase revenue while taking assets out of the account.

Mike McGlothlin, Gary Moorman

August 2021 • 58 minutes

Long-Term Care

Day 3 - Long-Term Care University: Summer Session

Long-term care policies can only stand the test of time if the financial stability of insurance carriers is solid. In Day 3 of LTC University, we're joined by two experts who break down pricing basics and rate increases, carrier balance sheets, industry trends and more.

Chad Eyrich

July 2021 • 86 minutes

Long-Term Care

Day 2 - Long-Term Care University: Summer Session

Competency. Confidence. Credibility. These are the 3 Cs the CLTC training provides. In this LTC University session, we discuss ongoing training, resources for pre-underwriting, success stories with real clients and what to expect during the LTC claims process.

Chad Eyrich, Celeste Cobb, Matt Stieglitz

July 2021 • 96 minutes