Watch when you want. If you missed a live session, search our library of free, on-demand webinars for financial services professionals. Invest 30 or 60 minutes. Expand your understanding. Improve your sales process. Grow your business. And then put it into action by reaching out to the webinar host or contacting us.

Life Insurance

Income Tax Alpha: Life Insurance as a Tax-Diversification Tool

Can life insurance be more effective than nonqualified taxable investments? We think so. Life insurance has unique tax benefits unlike any other financial instrument. Properly leveraged, you can position assets to avoid unnecessary income taxes and diversify your client’s tax position.

Sam Rocke, Ryan Patton

March 2021 • 34 minutes

Retirement Solutions

How to Create Tax-Free Retirement Income Utilizing Housing Wealth

For clients nearing retirement, housing can be both their largest asset and their largest expense. Break the misconceptions around a home equity conversion mortgage (HECM). See how it can work to lower monthly expenses while creating guaranteed tax-free retirement income.

Mike McGlothlin, Susan Pomfret

March 2021 • 48 minutes

Practice Management

3 Keys to Effective Digital Marketing in 2021

It’s critical to have an effective online strategy for growing your financial practice. Through a step-by-step approach, you'll learn to confidently use video (even if you hate how you look or sound on camera) and create simple funnels that generate a stream of new inbound leads.

Mike McGlothlin, Elyse Archer

February 2021 • 58 minutes

Life Insurance

Keeping Term Simple

It’s time for your term sales to take off. From quoting and underwriting to submission and delivery, Ash Term Express allows you to digitally complete the entire term application process from start to finish. Simple and straightforward, see how it can work for you and your clients.

Sam Rocke, Todd Ruplinger

February 2021 • 30 minutes

Retirement Solutions

A New Administration: The Changes Advisors Need to Know

Elections affect crucial retirement programs. Retirement planning is a moving target – and with ever-changing legislation, clients may need to adjust their plans now. See how to prepare for potential reform to Social Security, Medicare, Medicaid, 401(k)s and other qualified plans.

Mike McGlothlin, Jamie Hopkins

January 2021 • 63 minutes

Life Insurance

Planning Ahead for High-Net-Worth Clients

Your best clients usually don’t like writing big checks. Whether it’s insurance premiums or estate taxes, you help keep assets earning more and ready to transfer to the next generation. Watch this discussion to help high-net-worth clients turn these potential obstacles into opportunities.

Sam Rocke, Chad Eyrich, Tim Kukieza

January 2021 • 48 minutes

Retirement Solutions

Protect Against Social Security Reductions

Social Security could have a 24% reduction in benefits by 2034 if changes are not enacted by Congress. Experience the PlanGap™ Annuity - the first product, EVER, to protect against a reduction in Social Security benefits. By preparing now, clients can avoid the loss of future benefits.

Megan Easton

November 2020 • 23 minutes

Long-Term Care

Understanding LTC Solutions - Traditional Products

Products aren’t the answer. But they provide the solution. Mutual of Omaha, NGL and Thrivent are three insurance companies providing excellent traditional standalone long-term care solutions. Watch how these options can be a great way to get more coverage for less premium.

Chad Eyrich

November 2020 • 50 minutes

Life Insurance

Protecting Wealth and Health in Times of Change

With continual innovations, John Hancock's Vitality program is helping a wide spectrum of clients meet their financial goals while improving their well-being. See how the data shows it's effectively working as intended and hear why a top advisor includes it in every proposal.

Sam Rocke, Michelle Dauphinais, Richard Newman

November 2020 • 39 minutes

Life Insurance

Impact More Lives With Ash Brokerage

If you’re passionate about impacting lives, we can help. In just 20 minutes, you’ll learn how Ash Brokerage can strengthen your client relationships and bridge a gap to the next generation. We cover recent innovations and resources to help you grow your business with ease.

Maria Sarci, Sam Rocke, Matt Erpelding, Chad Eyrich, Paul Kingsman

November 2020 • 20 minutes

Long-Term Care

Understanding LTC Solutions - Linked-Benefit Products

Linked-benefit solutions have evolved. Today they have more power to create unique leverage than ever before. Hear from Lincoln Financial, Nationwide, Securian and OneAmerica on how to combine a death benefit, long-term care protection and return of premium options.

Chad Eyrich

November 2020 • 53 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