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Inforce Vision Dashboard for Ash Brokerage In Force Policy Management

Discover new opportunities – without new clients

Introducing our new Inforce Policy Management dashboard. Easily review policies you’ve sold that are at risk of lapsing or expiring.

Grow Your Business
Uncomplicate prospecting and reimagine your success

You have no shortage of opportunities. You just need help to uncover them. Asking for referrals and earning new business is hard. As The Practice Enhancement Company™, we’ll help attract new clients and strengthen your existing relationships.

Practice Management

Paul Kingsman

Client Seminars

Social Security

Long-Term Care

Lead Generation

Digital Marketing

Lead Generation

Brand Messaging

Ash AN Audit Ash Life Audit
Policy Review
Use existing coverage to generate new opportunities

The Ash Life AuditSM or Annuity Audit gives you a formal process to review life insurance policies or annuity contracts. And, when necessary, we’ll find a way to bring it up to speed. At no cost to you or your client, you’ll add value, efficiency and revenue.

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Stronger Relationships

An independent, third-party review shows you’re looking out for your clients’ best interests. You’re not forcing a new sale – you’re taking the time to review and educate. You’ll reinforce your clients’ confidence in you, creating deeper and longer-lasting relationships.

Users
More Referrals

No matter the result of the audit, clients are usually more than happy to recommend friends and family after this process. It’s also a great way to network with other centers of influence, such as estate planning attorneys, trust officers or CPAs.

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Increased Business

If a review results in the recommendation of a new policy, the placement of new coverage generates new commissionable premium. No policy is too complicated or outdated.

Practice Management
Create processes that achieve outstanding results

Focus and action. If you align these two things, you’ll be set up for success.

Led by Paul Kingsman, you can increase the number of people you serve while maintaining a healthy work-life balance. As a former financial advisor and Olympic medalist, Paul understands what works in the real world – teaching practical solutions for tackling day-to-day priorities. By concentrating on remaining distraction-proof, he’ll help you run your businesses efficiently in a changing financial services industry.

Through customized coaching and content, we’ll help you change behaviors within your control, so you can increase your impact. See what the result could look like in your business.

Client Seminars
A complete package for proven presentations

You don’t need to be an expert on any insurance topic – just bring your clients and we’ll do the rest. As a third-party educator, we familiarize your clients with the benefits of an insurance strategy and answer any questions. From the invite to follow-up, we provide the platform and the presentation. All you have to do is schedule a session, then invite your clients to attend.

These seminars work. After the presentation, we provide a report of who attended, so you can start a meaningful dialog. It’s great for attracting brand-new prospects or moving existing discussions forward. Check out the sample presentations above, then contact us to see how they can add new revenue and relationships, at no cost to you.

Lead Generation
Give your sales funnel an extra boost

Staying in front of your ideal prospects and continuing to grow your audience takes time and expertise. We can help. These services – available for an additional fee – will help you develop and execute a strategy to increase your revenue.

Digital Marketing Support for Financial Advisors From Ash Brokerage
Digital Marketing Bundle

Stay in front of your contacts with ready-to-go content that enhances engagement and efficiency. You’ll get industry-focused articles, automated emails, a lifestyle magazine, social posts and FINRA-approved seminars.

Lead Generation for Financial Advisors From Ash Brokerage
Lead Generation Bundle

Get in front of new prospects and fill your pipeline with the individuals you need to increase your revenue. You’ll get access to high-quality content to share, paid digital advertising and 1-on-1 coaching for success.

Brand Messaging Story Brand Support for Financial Advisors From Ash Brokerage
Brand Messaging Bundle

Create a brand strategy that clarifies your message and cuts through the noise. Using the StoryBrand framework, you’ll get a fresh BrandScript, one-liner, custom lead magnet, campaign copy and homepage wireframe.