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Your clients need solutions. No matter the need, we provide the tools and – more importantly – the people you need to get the job done. And done right.

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Insurance doesn’t have to be so hard

Insurance is complicated. Carriers dig into a client’s financials, health, occupation and family relationships. It’s no wonder the insurance industry needs a reputation overhaul. We can’t make insurance itself simple. But we CAN make the process of designing, selling, applying and issuing less of a headache.

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It’s become a cliché to say that our people make the difference (even though they do). Instead of telling you, let us show you how Ash answers. Our team offers that personalized touch — engaging on your terms so you can get clients the solutions they need.

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Get the expertise to scale up your business. From policy review and client seminars, to practice management and lead generation, we provide resources to help you make stronger connections.

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Let's Impact Lives Together
We're asking you to trust us with your clients — and we don't take that responsibility lightly. If you’re passionate about protecting your clients, impacting lives and growing your business, we should talk.
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1 minutes
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The most amazing people!

These are the most amazing people to work with! They mean the world to me. They each go above and beyond to help me be successful and help my clients attain their financial goals.

Debra Hill
Advisor, Catholic Financial Life
Integral to my practice

As an independent advisor, these people are integral to my practice. You are always available with answers to my questions and to help me with illustrations to fit my clients' needs. You ask the kind of questions to lead me to find the right solutions.

Kathryn Hall
Strategist, Simple Talk Financial Solutions
Perfect and precise

Your team took time to provide in-depth, step-by-step directions that were perfect and precise. You could have easily pointed me to the first step, and left it at that. Instead, you took the time to go above and beyond for something routine to you, but vital to me as I am newly appointed with Ash.

Ashby Simmons
Registered Representative, Palmetto Citizens Federal Credit Union
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Featured Content
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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
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Retirement Solutions
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Featured Speakers
Randy Kitzmiller, Jim Martin
Insurance Unscripted: Guaranteed Income in Retirement
June 29, 2022 - 11 a.m. EDT

Income is a big deal in retirement, and something clients are probably thinking about. But with just a little repositioning, you can increase retirement income, help your clients protect against risk or even leave a greater legacy using existing assets.

Register Now
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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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
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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Retirement Solutions
Growing Your Business with Lead Generation
Finding qualified leads is difficult — even for advisors with time and marketing knowledge. Here's how Ash’s lead generation services can help.
Mike McGlothlin
Mike McGlothlin
June 2022 • 1-min read
Create a Conversation - Managing Risk

In this conversation card, you're looking for clients who are concerned about rising rates, inflation or market risk. But they still want higher returns. With a fixed indexed annuity (FIA), clients can have no risk of loss while providing the ability to meet or exceed inflation.
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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
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Life Insurance
TECHnically Speaking: Life Insurance Made Easy
Sell, process and manage life insurance easier with Ash's core platforms. We take you through the technology to show you how to generate new opportunities from prior sales, evaluate existing coverage and get a new policy quicker.
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Sam Rocke, Kim Carpenter
May 2022 • 25 minutes
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Disability Insurance
Your Most Difficult Conversation Made Easy
When it comes to your clients, a consultative approach and these five simple steps can help you have the conversation around income protection, while ensuring the plan makes sense and is affordable.
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2 minutes
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