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As your partner, we’re continuing to work behind the scenes, developing tools and resources to make your practice even better. Check out some of our latest ideas to help you do what you do a little more effectively.

Underwriting PreView

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Matt Erpelding Speaks to Advisors at Ash Brokerage Continuing Education Event
Advanced Planning
Present Technical Cases. Confidently.

Complicated cases? From tax diversification and business solutions to wealth transfer and estate planning, we can’t get enough. See how we’ve helped business owners and high-net-worth individuals in all kinds of situations.

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Practice Management
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Featured Case Study

If you have high-income-earning clients who have maximized qualified plan contributions, see how life insurance can create tax-free income.

Matt Erpelding
Matt Erpelding
June 2021 • 1-min read
Read Case Study
Increase Your Skills.
Business Loan From Ash Brokerage
How do I get insurance for a business loan agreement in minutes?
Competitive pricing. A high instant issue face amount. An immediate decision for those who qualify, with no labs or medical exams. Ash Instant is a great option for clients seeking term life insurance coverage.
Social Security Gap From Ash Brokerage
How do I bridge the Social Security gap?
Social Security could have a 24% reduction in benefits by 2034 if changes are not enacted by Congress. By preparing now, clients can avoid the loss of future benefits. Experience the first product, EVER, to protect against a reduction in Social Security benefits.
Tax Diversification From Ash Brokerage
How can I help my clients achieve tax-diversification?
We’re talking a lot about taxes. We know they can’t stay this low forever, so there’s an opportunity here for you to help your high-earning clients prepare for potential changes based on how taxes have evolved in the past. Life insurance can help with that.
Featured Content
Fresh ideas to keep up the momentum
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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Advanced Planning
Strategic Leverage to Best Serve Your Clients
Combat the concern of increasing interest rates with this premium finance life insurance strategy. The advisor guide to premium finance — along with your Ash Advanced Markets team — provides concepts for a proactive conversation on classic leverage for your wealthier clients.
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2 minutes
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A-Smarter-Way-to-Earn-Your-RICP-Designation
Retirement Solutions
A Smarter Way to Earn Your RICP® Designation
Further your retirement planning knowledge and build confidence. When you join an Ash RICP® study group, you're eligible for peer support, discounts and reimbursement. It’s a great way to stay on track for your designation while growing your network.
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3 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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Couple-Prepares-for-Retirement-with-Social-Security
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-Ash-Brokerage-Retirement-Income-Consultant
Randy Kitzmiller
March 2022 • 12 minutes
Retirement Solutions
The Stats Behind Social Security Planning Opportunities
America is not very knowledgeable regarding Social Security. The statistics prove that even what survey respondents think they know is typically misinformed. See how you can guide clients to make better decisions now that can set up for retirement income success.
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3 minutes
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Retirement Solutions
Solving the Retirement Income Goal with Social Security
Two couples. Same assets. Different outcomes. Both have met their retirement income goal of $80,000 per year based on their plan simulations. But one will have an estate value of $600,000 more than the other, based solely on pulling one Social Security distribution lever.
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3 minutes
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Retirement Solutions
The Benefit of Social Security COLAs
Social Security has a built-in cost of living adjustment (COLA) to increase the benefit over time. What many clients don’t realize is this kicks in even if benefits are deferred, which can greatly increase the total lifetime value of payments. See how the math works out.
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3 minutes
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Retirement Solutions
Understanding the Taxation of Social Security
45% of people surveyed do not believe Social Security distributions are taxable, but most of those clients probably do pay taxes on the benefits. You won't be able to eliminate the tax, but you could reduce it during the distribution phase by planning now.
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3 minutes
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