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 www.ashbrokerage.com

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SOURCE Ash Brokerage, LLC