2016 Spring Summit

Journey: Honoring Our Past | Shaping Our Future


Handouts and Slides


Are You in the Right Place?

This section is for conference attendees only. If you are at the conference, please see an Ash employee for assistance.



American General Life, a member of AIG, continues to focus on what matters – helping our partners grow their businesses with innovative products that provide real solutions to customers’ needs, and services designed expressly for the brokerage marketplace. We offer among the most competitive pre-retirement guaranteed life products, including term, guaranteed universal life and index universal life, complemented by A&H and annuity products. We are committed to serving independent distribution with a world-class sales support team.


Ashar Group is a nationally licensed life settlement brokerage that supports planners and fiduciaries. We appraise life insurance assets and represent your client as an independent advocate to secure fair market value. Our secondary market valuation services are used for risk management and insurance planning, philanthropic planning, retirement planning, and estate, gift and wealth transfer planning.


With a heritage of more than 150 years, AXA is a leading financial protection company that stands among the nation’s premier providers of life insurance, annuity, and investment products and services. With a COMDEX of 91 and competitive underwriting, AXA offers clients a sound financial story combined with a product portfolio focused on cash value and changing needs.


John Hancock Insurance empowers people to feel confident about the future by providing innovative products that protect their loved ones, grow their savings and preserve their wealth, while supporting our clients’ pursuit of a longer, healthier life with the John Hancock Vitality solution. Our broad and diverse range of products, including term, universal life, indexed UL, variable UL and long-term care, progressive underwriting, and industry-leading advanced markets group is backed by a company with strong financial strength ratings and 150 years of delivering on our promises.


Lincoln Financial Distributors, Inc. (LFD), the wholesale distribution business of Lincoln Financial Group, provides expertise and access to a range of solutions that help advisors protect wealth and deliver outcomes for their clients. Lincoln’s broad portfolio includes innovative annuity, life insurance and retirement solutions that focus on addressing issues related to taxes, health care, longevity, inflation and market volatility. LFD is comprised of seasoned financial professionals who distribute Lincoln products through licensed insurance agents, registered broker-dealers and other financial services intermediaries.


MetLife wants to be your carrier of choice. We deliver a full suite of insurance products, a well-rounded whole life portfolio and the best consumer value universal life product in the marketplace, sales and marketing support, as well as competitive underwriting and capacity-plus for your largest cases. We support your business the only way that matters – your way.


Minnesota Life is focused on building long-lasting, mutually beneficial relationships. The company’s mutual values and philosophy enables our associates to devote their full attention, in conjunction with our distribution partners, to maximizing long-term policyholder value. While the company is best known today for a highly competitive indexed life portfolio, you will also find a robust portfolio of competitive term life, whole life, and variable life products and enhancements being delivered every quarter. We look forward to meeting you and for the opportunity to earn your business.


Offer your clients protection from a company they know and trust. Mutual of Omaha and its affiliate companies offer products and services that provide financial protection to help families, individuals and businesses achieve their goals. We’re your full-service life insurance carrier focused on guaranteed universal life with living benefits, including a return of premium feature, as well as an extremely competitive term life portfolio. Additionally, we offer annuities, Medicare supplements, long-term care, disability income and critical illness insurance.


Nationwide Financial has long been known as a leader in the market for investment products and services. Our commitment to you: world-class money management, disciplined investment strategies, tools and technology, and advanced markets resources. Nationwide is On Your Side® – for life.


Care Solutions is recognized as a market leader that solely focuses on providing asset-based long-term care products. Offered through OneAmerica, the Care Solutions products utilize life insurance, fixed-interest and fixed-indexed deferred annuity, and immediate annuity foundations. Care Solutions products can help consumers prepare for future long-term care needs by helping to protect their assets.


The Principal® is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services for retirement, investments and insurance planning. With a focus on small and medium businesses and global asset management, our goal is to help businesses and people meet their financial goals.


At Protective Life, you’ll find competitive life insurance and annuity products, a rich history and a commitment to growth. Our financial strength, efficient operations and deep experience help us serve the needs of our distributors and producers while keeping the promises we have made to our customers.


We help our business partners thrive by offering dynamic underwriting, enduring value and customized life insurance solutions.


Symetra is an accessible partner with sustainable products, superior underwriting and service all designed specifically for our select brokerage general agency partners. For the past two years, Symetra has consistently been recognized as a price leader in the guaranteed universal life market. In addition, we offer a Premier Pricing program for large cases, a new access rider – Chronic Illness Plus – and an optional, no-cost Charitable Giving Benefit Rider.


Tuesday, February 16

  • 3:30-4 p.m.
    Tiburon Ballroom


    Ash Executive Team

  • 4-5 p.m.
    Tiburon Ballroom

    Emerging Opportunities: Transforming Life Insurance

    Mark Hug | EVP, Individual Life Insurance Product & Marketing - Prudential

  • 5-5:15 p.m.
    Tiburon Ballroom


  • 5:15-6:30 p.m.
    Cypress Courtyard

    On Your Own / First-Time Attendee Reception (starts at 5:30)

  • 6:30 p.m.

    Reception & Dinner at the Ritz-Carlton Golf Resort

Wednesday, February 17

  • 6:45-8 a.m.
    Court of Palms

    Breakfast with the Carriers

  • 7-7:45 a.m.
    Tiburon Ballroom

    Optional Session - Social Security: Change Creates Opportunities

  • 8-8:10 a.m.
    Tiburon Ballroom

    Getting Started

  • 8:10-9:30 a.m.
    Tiburon Ballroom

    Off Balance On Purpose

    Dan Thurmon | Motivational Speaker, Author and Life Balance Expert

  • 9:30-10 a.m.


  • 10-11:30 a.m.
    Tiburon Ballroom

    Looking at Our Journey Ahead

    Moderator: Larry Dahl | President - Ash Brokerage
    Tim Ash | CEO - Ash Brokerage
    Troy Anderson | VP, Non-Affiliated Life Sales - Nationwide
    Mark Hug | EVP, Individual Life Insurance Product & Marketing - Prudential
    Warren May | NVP, Life Distribution - Principal Financial Group

  • 11:30-11:55 a.m.
    Tiburon Ballroom

    Rapid-Fire Sales Ideas

    Session 1

  • 11:55 a.m.-1 p.m.
    Court of Palms

    Lunch with the Carriers

  • 1-2:15 p.m.
    Tiburon Ballroom

    JourneyGuide™ Retirement Optimization: Income as the Outcome

    Jeff Rocke, JD, LL.M. | Director, Risk Integrated Solutions - Ash Brokerage
    Michael Smith | VP, Internal Business Development - Ash Brokerage

  • 2:15-2:40 p.m.
    Tiburon Ballroom

    Rapid-Fire Sales Ideas

    Session 2

  • 2:40-3 p.m.


  • 3-3:45 p.m.
    Tiburon Ballroom

    Underwriting Panel: The Next Frontier - Progress and Innovation

    Moderator: Allyson Schrader | Associate VP, New Business
    Tim Ash | CEO - Ash Brokerage
    Jordan Carreira, FALU | VP and Chief Underwriter - Lincoln Financial Group
    Jennifer Glessner, AALU, ALMI® | Director, Underwriting - Ash Brokerage
    Julie Rosenhagen | Sr. Brokerage Underwriting Director - Ash Brokerage

  • 3:45-4:10 p.m.
    Tiburon Ballroom

    Rapid-Fire Sales Ideas

    Session 3

  • 4:10 p.m.
    Tiburon Ballroom


  • 4:15-4:45 p.m.

    Optional Sessions

    The Online Journey to Managing Your Business
    in the Tiburon Ballroom
    Sheryl Brown | Social Media Engagement Manager

    Underwriting Case Consultation
    in the White Ibis Room
    Jennifer Glessner, AALU, ALMI® | Director, Underwriting
    Stan Goldman, MD | Medical Director
    Charlie Kuhn | Sr. Brokerage Underwriting Director
    Julie Rosenhagen | Sr. Brokerage Underwriting Director

  • 4:15-5:30 p.m.

    On Your Own

  • 5:30 p.m.

    Meet Transportation (front of hotel)

  • 5:45 p.m.

    Last Bus Departs

  • 6 p.m.
    Capital Grille

    Carrier Dine-a-Rounds

Thursday, February 18

  • 6:45-8 a.m.
    Tiburon Ballroom

    Breakfast with the Carriers

  • 7-7:45 a.m.

    Optional Sessions

    Advanced/Affluent Market Strategies for 2016
    in the Anhinga Room
    David Foster, JD, CLU®, ChFC®, CAP®, FLMI | Advanced Sales Attorney
    Steven Gates, CIC | Sr. Advanced Markets Consultant

    Underwriting Case Consultation
    in the White Ibis Room
    Jennifer Glessner, AALU, ALMI® | Director, Underwriting
    Stan Goldman, MD | Medical Director
    Charlie Kuhn | Sr. Brokerage Underwriting Director
    Julie Rosenhagen | Sr. Brokerage Underwriting Director

  • 8-8:10 a.m.
    Tiburon Ballroom

    Getting Started

  • 8:10-8:45 a.m.
    Tiburon Ballroom

    Ash RVPs: Your Navigators to Success

    Moderator: Mike McGlothlin | EVP, Annuities
    Randy Kitzmiller, CLU®, RICP® | RVP, Annuities
    Adam Schaefer | RVP, Protection
    Adam Warner | RVP, Protection

  • 8:45-9:45 a.m.
    Tiburon Ballroom

    LTC: Mapping Out More Solutions

    Moderator: Bob Klein | EVP, Life Sales Distribution - Ash Brokerage
    Liz Gibbons, CLTC | RVP, Protection - Ash Brokerage
    Michelle Prather | VP, National Accounts - OneAmerica

  • 9:45-10 a.m.
    Tiburon Ballroom

    All that Glitters is NOT Gold - But These Ideas Are

    David Foster, JD, CLU®, ChFC®, CAP®, FLMI | Advanced Sales Attorney - Ash Brokerage

  • 10-10:15 a.m.


  • 10:15-11:15 a.m.
    Tiburon Ballroom

    The Big Ash Conversation

    Jim Ash | Founder
    Tim Ash | CEO
    Larry Dahl | President
    Jason Grover | Principal
    Bob Klein, CLU® | EVP, Life Sales Distribution
    Mike McGlothlin, CFP®, CLU®, ChFC® , LUTCF | EVP, Annuities
    Gary Schaefer | Principal

  • 11:15 a.m.
    Tiburon Ballroom

    Summit Wrap-Up

  • Noon-3:30 p.m.
    Ritz-Carlton Beach Resort

    Beach Bash & Lunch

    Buses Depart from 11:45 a.m.-12:30 p.m. | Last Return at 4 p.m.

Helpful Information


NT&T Transportation - 239-260-3271

Ritz-Carlton Golf Resort

Hotel Website

Area Attractions

List of Attractions