Between Branches

Your Ash Retirement Team
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Between Branches

Helping Bank Financial Professionals remain relevant and get more out of their business. As you travel from bank branch to bank branch, spend your time wisely - WITH US. Contributors: Nick Bond Paul Gauger Jason Smith Tyler Engelhaupt Paul Kingsman Natalie Kropuenske

  1. 3 DAYS AGO

    A License to Spend

    What can a 4 year old teach us about Retirement Income Planning? More than you might think!

    3 min

  2. 5 DAYS AGO

    In the Insurance Company's Pocket, Officially!

    “We’re officially in the insurance company’s pocket.” 💰 That’s what an older couple told me recently. They were ecstatic about the lifetime income from their annuity. That steady paycheck that never stops isn’t just money—it’s freedom and peace of mind. Financial advisors: Don’t underestimate the power of Guaranteed Income. It should be the foundation of your client's Retirement Income Plan. Let’s talk if you want to know how others are having those conversations with their clients.

    2 min

  3. 22 OCT

    Paychecks & Playchecks

    Annuities might sound boring, but you know what’s NOT boring? Having Paychecks and Playchecks... Tom Hegna famously describes it like this... Being able to enjoy *every* opportunity that comes your way in retirement – stress-free, All because you covered your basic expenses like utilities, food, and taxes with a steady, guaranteed income, So you can focus on the fun stuff – traveling, spoiling the grandkids, or chasing new adventures. 🔑 **Paychecks** = Secure income for your essentials 🎉 **Playchecks** = The freedom to enjoy life without worrying about bills Reach out and we'll help you get the conversation started with your clients.

    1 min

  4. 11 OCT

    The Insurance Company is Going to Keep My Money!

    I just got off the phone with an advisor, He wanted help providing additional retirement income for his client. A SPIA, Single Premium Immediate Annuity, gave them the most income. He said, “But if my client passes away, the insurance company is going to keep the rest of the money, nothing will be left for their kids.” I hear this misconception all the time and it's... Not true. There are so many ways to structure an annuity, and we figured out a way that made the most sense for these folks. Providing Lifetime Protected Income AND a Legacy for their Beneficiaries. What "annuity myth" do you hear the most? Let me know in the comments.

    2 min

  5. 26 SEPT

    The Power of Guaranteed Income

    You’ve heard about it for a while. Now is the time to talk to your clients about it. 💰 Guaranteed Retirement Income is on the minds of your clients. 💰 If you need someone to help guide you through the conversation, Let us know.

    1 min

  6. 18 SEPT

    Why Your Not Getting Referrals

    Many financial advisors struggle to gain new clients, unaware that their approach to requesting referrals is actually driving potential leads away. Instead of pressuring clients into providing names, a more effective strategy focuses on building trust and positioning the advisor as a helpful resource. By offering genuine assistance and value to clients' social circles, advisors can cultivate a steady stream of referrals organically.

    7 min

  7. 4 SEPT

    Who Will Your Clients BE in Retirment?

    Separate yourself from every other Financial Advisor who only focuses on the numbers. Jason Smith shares a simple way to engage your clients in a unique way that will have them talking to their friends and coworkers about you.

    2 min

  8. 15 AUG

    Monthly Minute - Could Bronze be Better than Silver?

    Are Bronze medalists happier than Silver medalists? Study after study shows they are, and Paul Gauger explains how this affects your clients perception of Risk and Loss.

    3 min
See All (53)

About

Helping Bank Financial Professionals remain relevant and get more out of their business. As you travel from bank branch to bank branch, spend your time wisely - WITH US. Contributors: Nick Bond Paul Gauger Jason Smith Tyler Engelhaupt Paul Kingsman Natalie Kropuenske

Information

  • Creator
    Your Ash Retirement Team
  • Years Active
    2020 - 2024
  • Episodes
    53
  • Rating
    Clean
  • Copyright
    © Your Ash Retirement Team
  • Show Website
    Between Branches

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