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Long-Term Care
Taking LTC Funding from Scary to Solved
It IS possible to fund long-term care without changing your client's lifestyle. And the options aren't just limited to cash.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
June 2021 • 2-min read
Long-Term-Care-More-Overwhelming-Than-Having-a-Plan
Long-Term Care
What’s More Overwhelming than Not Having a Plan?
Long-term care planning is a big job. But not planning creates an even bigger job should your clients need care in the future.
Stephen-Denton-LTC-Specialist-Ash-Brokerage
Stephen Denton
June 2021 • 1-min read
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Retirement Solutions
Conquer the Efficient Frontier for Income Planning
There’s an efficient frontier for creating protected income in retirement. But it doesn’t require any additional assets from the client. We call it the Income Alpha strategy. And it can help you maximize return, minimize risk and transform your business.
Mike McGlothlin
Mike McGlothlin
June 2022 • 4-min read
Filling-in-the-Disability-Insurance-Gap
Disability Insurance
Filling in the Disability Insurance Gap
Group DI, individual disability insurance and Social Security are three key sources to consider when it comes to complete income protection for your clients. Find out how to stack coverage together to strengthen your client's overall financial foundation.
Tim Kukieza
Tim Kukieza
June 2022 • 5-min read
The-Best-Way-to-Prospect-For-New-Clients
Retirement Solutions
What’s the best way to prospect for new clients? Focus on keeping it simple.
Prospecting isn't always easy, but that doesn't mean it can't be simple. Focus on developing a solid referral track, using today’s technology tools and establishing automated, repeatable processed to nurture client relationships and enhance your reach.
Mike McGlothlin
Mike McGlothlin
May 2022 • 4-min read
DI An Easy Addition to Your Practice
Disability Insurance
DI: An Easy Addition to Your Practice
DI products are complex, but the conversation can be easy. Get your clients to picture that a disability could happen, and the effects if it did. Start by asking these questions that will get clients thinking about their plans in real terms.
Tim Kukieza
Tim Kukieza
May 2022 • 4-min read
Life-PreView-LTC-PreView-Pre-Underderwiting-Tool-Ash-Brokerage
Life Insurance
Collect Accurate Underwriting Information Without Being Invasive
With Life and LTC PreView, you can email or text your clients an online questionnaire to get an accurate snapshot of their health. It ensures you have the right product and right carrier, quoted at the right price — so you get it right from the start.
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Jonathan Knowles
April 2022 • 2-min read
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Retirement Solutions
Everything You Need to Know about Social Security Planning
From recruiting new clients to adding value for existing clients, Social Security planning is an important part of retirement income planning. But it is also one of the most understood tools in a retirement portfolio.
Randy-Kitzmiller-Ash-Brokerage-Retirement-Income-Consultant
Randy Kitzmiller
April 2022 • 8-min read
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Life Insurance
Capturing Tax Advantages for High-Net-Worth Clients
Estate planning and taxation has created a lot of speculation recently. While legislation has not changed much, it has made it clear that now is the time to capitalize on planning and see where insurance can help clients manage their tax position.
Sam-Rocke-Ash-Brokerage-Protection
Sam Rocke
March 2022 • 2-min read
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An absolute gem

An absolute gem to work with on the application process. Your team walked me through every step, and I cannot express how grateful I am to have you as a resource!

Marshall Dearing Financial Advisor
Marshall Dearing
Associate Advisor, Vector Wealth Strategies
Bravo Zulu

As we say in the US Navy, BRAVO ZULU!

Joseph Faris Financial Advisor
Joseph B. Faris
Financial Representative, Northwestern Mutual

At Ash, we come to work every day because we care — deeply.

We solve problems. We see opportunities, not obstacles. We compete to win. We put the needs of our clients first.

And we do more than is expected. Every. Single. Time.