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Life Insurance

The Inside Scoop: What Two CEOs Think About the Future of Term

Get a behind-the-scenes look at the discussions shaping the term life insurance market. Using Legal and General America's new FlashTerm product as inspiration, you'll gain unparalleled insights from two industry leaders and be at the forefront of future innovation.

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Tim Ash, Mark Holweger

February 2024 • 26 minutes

Helping Clients Maximize Social Security Income

Clients are typically misinformed about Social Security. And that leaves you with a key planning opportunity. Join us to unlock strategic planning opportunities that reduce potential tax exposure, maximize total value and pave the way for a secure retirement.

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Randy Kitzmiller, Kegan Morris

February 2024 • 33 minutes

Long-Term Care

LTC University - Preparing for State-Mandated Coverage

LTC is making headlines as more states consider a tax for individuals without long-term care insurance. See why you should create a plan before it's mandated, how to keep the discussion rolling and ways to present an LTC quote clients will buy.

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Stephen Denton, Bryan Langdon

November 2023 • 30 minutes

Retirement Solutions

Redefining the Optimal Retirement Income Strategy

Retirement success looks different today, and no one knows exactly what to expect in the future. But with better metrics, we can achieve better results. Join guest presenter David Blanchett as he uses his wealth of research on retirement models to close the gaps.

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Mike McGlothlin, David Blanchett

November 2023 • 59 minutes

Advanced Planning

Creating Urgency in Trust-Based Estate Planning

Prioritize your high-net-worth clients’ estate planning goals, while considering current macroeconomic factors. With current estate tax exemptions scheduled to sunset, we'll help accelerate your clients' decision-making process on trust financing options using life insurance.

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Steven Gates, Caroline Brooks

May 2023 • 37 minutes

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Retirement Solutions

Go All-In on Social Security Planning

We've seen many advisors use the Registered Social Security Analysts program to fully integrate Social Security planning into their practice. Now it's your turn! Learn how to leverage misunderstood reductions and credits, bridge the basics with advanced planning and build referrals.

Mike McGlothlin, Thomas Drapala

March 2023 • 48 minutes

Retirement Solutions

Create a New Revenue Stream with No Prospecting

We'll take you through recent case studies to show you what makes our Annuity Audit process different. You'll walk away ready to choose Ash to help you start a new dialog, add credibility and impact your bottom line.

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Mike McGlothlin, Jim Dobler

March 2023 • 32 minutes

Working With Ash

Ready, Set, Go with Ash Brokerage

Too often, we get told "I didn't know you did that" — even from some of our top partners. And with all the resources we've launched, it's easy to have missed something that can help your business grow. Here's a quick look at Ash's best-kept-secret tools and services.

Tim Ash, Mike McGlothlin, Bryan Langdon, Randy Kitzmiller, Carly Rosswurm, Jonathan Knowles, Brian Lauber, George Wilkins, Sam Rocke, Austin Ash, Thomas Losher, Haley Chaires, Kristin Snyder, Jason O’Barr, Jim Dobler, Kim Carpenter

January 2023 • 31 minutes

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Retirement Solutions

Planning Opportunities Using Social Security

Clients are typically misinformed about Social Security. And that leaves you with a key planning opportunity. Watch to see how you can guide clients to make better decisions now that can set them up for retirement income success.

Randy Kitzmiller

March 2022 • 12 minutes

Long-Term Care

The Importance of a Long-Term-Care Plan

There’s one financial planning challenge that extends far beyond your income and assets: longevity. Planning for long-term care is about more than money. This is a discussion about health, lifestyle, family and how you want to prepare for the unexpected.

November 2020 • 39 minutes

Life Insurance

The Basics of Legacy Planning

Everyone is philanthropic. Everyone leaves a legacy at their passing. The question is who do you want your legacy to go to? Family? Charity? The IRS? Watch as we talk about how to pass on values and resources to the next generation.

Sam Rocke

June 2020 • 31 minutes