Latest news with #AshBrokerage
Associated Press
20-05-2025
- Business
- Associated Press
Ash Brokerage Introduces Annuity Performance Review
FORT WAYNE, Ind., May 20, 2025 /PRNewswire/ -- Ash Brokerage LLC ('Ash'), a leading distributor in the insurance industry, announced the launch of the Annuity Performance Review. When it comes to retirement, Ash Brokerage has always believed that plans and products should be reviewed on a regular basis. As clients move through the different stages of life, their goals change. With Ash's comprehensive Annuity Performance Review process, advisors can offer clients better results or the peace of mind that their plan is still the best combination of solutions available to them. 'We've always advocated for advisors to look through their existing book of business to find new opportunities for clients,' said Jim Dobler, Director, Retirement Advanced Markets and Planning, at Ash Brokerage. 'The improvements to our contract review process are both an update of, and a new name for, our previous Annuity Audit program. Annuity Performance Review now offers a simplified report for advisors to use when explaining how the client's annuity is performing.' Like refinancing a mortgage, a refinance is needed for a retirement portfolio when a better rate is available. Annuity Performance Review allows clients to be confident that they have considered new products and the current interest-rate environment when preparing for retirement. 'Annuity Performance Review is about the best interest for the client — always,' said Tim Ash, CEO of Ash Brokerage. 'Through an unbiased review, we deliver a confidence-inspiring report that helps people with their retirement journey. Whether that means staying the course or finding a product that best meets the client's needs, we always deliver the best outcome.' Financial advisors can incorporate the Annuity Performance Review in their day-to-day conversations, at no cost to them, by contacting their Ash Brokerage Retirement Income Consultant at (800) 589-3000. About Ash Brokerage Life's milestones deserve to be insured. Ash Brokerage, an Integrity Company, has more than 350 employees who help financial professionals make their clients' money last for life — and beyond. Ash Brokerage helps advisors find, understand and process solutions for life insurance, annuities, disability insurance, long-term care and Medicare. Ash Brokerage has the tools — and the people — to bring solutions in every stage of life. Throughout their history, they have impacted nearly one million lives with their products and services. For more information, visit View original content: SOURCE Ash Brokerage, LLC
Yahoo
20-05-2025
- Business
- Yahoo
Ash Brokerage Introduces Annuity Performance Review
FORT WAYNE, Ind., May 20, 2025 /PRNewswire/ -- Ash Brokerage LLC ("Ash"), a leading distributor in the insurance industry, announced the launch of the Annuity Performance Review. When it comes to retirement, Ash Brokerage has always believed that plans and products should be reviewed on a regular basis. As clients move through the different stages of life, their goals change. With Ash's comprehensive Annuity Performance Review process, advisors can offer clients better results or the peace of mind that their plan is still the best combination of solutions available to them. "We've always advocated for advisors to look through their existing book of business to find new opportunities for clients," said Jim Dobler, Director, Retirement Advanced Markets and Planning, at Ash Brokerage. "The improvements to our contract review process are both an update of, and a new name for, our previous Annuity Audit program. Annuity Performance Review now offers a simplified report for advisors to use when explaining how the client's annuity is performing." Like refinancing a mortgage, a refinance is needed for a retirement portfolio when a better rate is available. Annuity Performance Review allows clients to be confident that they have considered new products and the current interest-rate environment when preparing for retirement. "Annuity Performance Review is about the best interest for the client — always," said Tim Ash, CEO of Ash Brokerage. "Through an unbiased review, we deliver a confidence-inspiring report that helps people with their retirement journey. Whether that means staying the course or finding a product that best meets the client's needs, we always deliver the best outcome." Financial advisors can incorporate the Annuity Performance Review in their day-to-day conversations, at no cost to them, by contacting their Ash Brokerage Retirement Income Consultant at (800) 589-3000. About Ash BrokerageLife's milestones deserve to be insured. Ash Brokerage, an Integrity Company, has more than 350 employees who help financial professionals make their clients' money last for life — and beyond. Ash Brokerage helps advisors find, understand and process solutions for life insurance, annuities, disability insurance, long-term care and Medicare. Ash Brokerage has the tools — and the people — to bring solutions in every stage of life. Throughout their history, they have impacted nearly one million lives with their products and services. For more information, visit View original content: SOURCE Ash Brokerage, LLC Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-03-2025
- Business
- Yahoo
Ohio CU and Ash Brokerage partner on insurance solutions
Ohio CU Financial Services has collaborated with Ash Brokerage to offer its credit union members a full suite of insurance solutions. Ohio CU Financial Services is a wholly owned Credit Union Service Organization (CUSO) of OC Federal Credit Union. Ash Brokerage is a brokerage general agency established by Jim Ash in 1971. It is based in Fort Wayne, Indiana, and serves financial professionals across the US. Part of the Integrity Marketing family, Ash Brokerage offers back-office services including sales and concept development. With more than 375 employees, the company operates from its headquarters in Fort Wayne, Indiana, as well as through remote staff nationwide. OC Federal Credit Union chief retail officer Bill Nelson said: "We are excited to expand the products and services that we can offer our more than 13,000 members in north-east Ohio." Last month, OC Federal Credit Union established Ohio CU Financial Services to extend its offerings to include insurance products. Ohio CU Financial Services operates within the five branches of OC Federal Credit Union, offering a range of Medicare plans, annuities and insurance options. OC Federal has been serving its members since 1954, focusing on providing financial solutions that help communities in Ohio prosper. OC Federal distinguishes itself as a faith-based credit union in Ohio, boasting $267m in assets and a membership exceeding 13,000 individuals. The credit union's services span five branches in Ohio, including the Ohio CU Mortgage full-service mortgage division, commercial banking, private wealth management, and now, Ohio CU Financial Services. "Ohio CU and Ash Brokerage partner on insurance solutions " was originally created and published by Life Insurance International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
