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Mike McGlothlin
EVP, Retirement Solutions
Mike Mc Glothlin Ash Brokerage Retirement
Mike.McGlothlin@ashbrokerage.com
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors. Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space. As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
Blog: Social Security - Everything You need to Know
Retirement Solutions
Social Security: Everything You Need to Know (and why it should matter to you)
Few advisors truly understand and implement Social Security planning into their practices. But the knowledge they can provide can make a big difference in a client's overall retirement success. So, it's important to get the facts and learn how you can start having discussions around Social Security with your clients.
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Mike McGlothlin
February 2025 • 8-min read
Your Client's Turning 65. Now What?

As your client turns 65, a lot of questions may rise in terms of Medicare and what their next steps should be. This piece offers a few simple questions that can help bring valuable insight and make this process easier.
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Retirement Solutions
Enhancing Income Stability Using FIAs
For retirees relying heavily on investments, market downturns could be a major concern. By incorporating a fixed indexed annuity (FIA) into your client's retirement strategy, you can ease their concerns and help them take advantage of tax-deferred growth.
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Mike McGlothlin
February 2025 • 1-min read
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Advanced Planning
Estate Tax Planning: Considering State Taxes Can Benefit Your Clients
You're probably aware of the federal state tax exemption sunsetting in 2026. But did you know that many states also have state estate taxes, which aren't going to sunset? Here's how one couple leveraged the tax-free death benefit of life insurance to pay the estate taxes and leave $3 million more for their heirs.
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Steven Gates
February 2025 • 1-min read
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Life Insurance
A Powerful Way to Reduce Taxes for High-Net-Worth Clients
Life insurance is a powerful tax-diversification tool that allows clients to keep more of their money. It is ideal for high-net-worth clients who are saving for the future, as an accumulation tool to prepare for retirement, or as tax-free income for the next generation.
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Thomas Losher
February 2025 • 35 minutes
Business Continuation General Partnership Buy Sell

Buy-sell agreements are frequently funded with life insurance, assuring that if an owner dies, the surviving family has a buyer with the cash to pay a fair price. Whether it's as stock redemption or cross-purchase agreement, it will help remaining owners retain control of the business.
Plan for Care Form

Helping your clients think through what they want when it comes to long-term care is an important part of planning. Many have never thought about where they want to receive care or how they would pay for it. Give this form to your clients to get the conversation started.
Why to Plan for a Long-Term Care Event

Many clients are hesitant about planning for long-term care because they don't think they will need it. But, it's hard to argue with statistics. Show this piece to your clients to help them get the facts and discover why the long-term care conversation is worth having.
Understanding Early Retirement and Social Security Income

Many clients choose to take Social Security income early. Clients want their money as soon as possible, or have concerns about the future of the system. But, the timing of when benefits are turned on can have a big impact on retirement income.
Why Long-Term Care Insurance? Executive Summary

Realizing how the need for long-term care may affect the workplace, smart employers are making themselves aware of what LTC is, how it works and how they can better help protect their employees. This executive summary will help business owners consider the options on the table.
Long-Term Care Considerations for Women

Today, more than two out of three nursing home residents are women – making it critical for your female clients to have an LTC plan. Learn how this client used her nonqualified variable annuity with an income rider to retain her LTC coverage, reduce fees and protect her portfolio from spend-down.
Tax Reference Pocket Guide

Taxes get complicated. Retirement plans. Medicare. Social Security. Estate and gift taxes. Health savings rates. Tax rate schedules. This tax reference pocket guide is easy to keep with you, with the information you need to keep at your fingertips while planning with your clients.