Grow Your Wealth Management Practice With Ameritas.
An experienced group of independent financial entrepreneurs and wealth managers call Ameritas home. Thinking you might like to be one of them? Come on in. Welcome home.
The things independent wealth managers need to grow. All under the roof of a strong, mutual-based organization.
Wealth management means bringing it all together for clients. Tailoring comprehensive financial strategies to their goals and dreams. Helping them navigate the changing needs of a lifetime. It’s the future of financial services. Are you ready?
We’re ready for you. With the entrepreneurial freedom to build your financial practice, your way. Open architecture giving you choice of investment custodians, platforms, and products inside or outside our walls. A great collegial peer network. High-tech tools. High touch support.
What’s your vision for your financial practice? We’ll meet you where you are and help you grow.
Wealth management means bringing it all together for clients. We’re ready to help.
It’s not just about managing money; it’s about managing life. Your clients expect you to help them manage their ever-changing needs and aspiration across life’s journey. Ameritas brings you the tools, technology, teams and connections you need to build strong, multi-faceted client relationships.
Put the power of our product portfolio to work in your financial strategies.
Freedom to choose what’s best for each client’s financial strategy is key to independent wealth management. Our portfolio is broad, deep, and robust for that reason. And the door is always open for you to shop around elsewhere. Explore your options across our diverse product lines: life insurance, disability income protection, annuities, investments, retirement plans and more.
Learn, grow and thrive with your unrivaled peer network.
The financial professionals with us enjoy strong peer relationships that last a lifetime. Valuable? Yes, very. This mutually supportive network is one of our most celebrated advantages. Learn with them at live events and in study groups — and keep learning at your own pace online. See all your great ways to grow below:
Flagship Events
Flagship Events
Begin and renew lifelong peer relationships at our annual experiences for top performers. Wealth Management Forum is our core event for comprehensive practices. Leaders Conference recognizes sales leaders in diverse city and resort locations. Summit brings together our most accomplished independent financial professionals in destinations worldwide.
Focused Events
Focused Events
Connection is our vibrant annual exchange of ideas. Our Centers of Influence Conference is an elite gathering of top wealth managers and their key strategic partners to share best practices for success. BOOM School offers a deep dive on serving business owners. The list goes on. Experience it all.
Study Groups
Study Groups
Get connected with a small group of like-minded financial professionals from across the country. Share ideas for helping clients. Work out cases and challenges together. Meetings are member-scheduled. Bring more to your own practice as you learn from this private brain trust. Ameritas will connect you.
Online Learning
Online Learning
Ameritas EDU, our online education portal, serves up an incredible diversity of vital training to keep you abreast of the latest industry developments, current product knowledge, and more. Focused courses for specific purposes such as IAR training are also available.
Flagship Events
Begin and renew lifelong peer relationships at our annual experiences for top performers. Wealth Management Forum is our core event for comprehensive practices. Leaders Conference recognizes sales leaders in diverse city and resort locations. Summit brings together our most accomplished independent financial professionals in destinations worldwide.
Focused Events
Connection is our vibrant annual exchange of ideas. Our Centers of Influence Conference is an elite gathering of top wealth managers and their key strategic partners to share best practices for success. BOOM planning offers a deep dive on serving business owners. The list goes on. Experience it all.
Study Groups
Get connected with a small group of like-minded financial professionals from across the country. Share ideas for helping clients. Work out cases and challenges together. Meetings are member-scheduled. Bring more to your own practice as you learn from this private brain trust. Ameritas will connect you.
Online Learning
Ameritas EDU, our online education portal, serves up an incredible diversity of vital training to keep you abreast of the latest industry developments, current product knowledge, and more. Focused courses for specific purposes such as IAR training are also available.
Lead your business brilliantly. Ameritas Centricity is for financial practice managers and their teams
Leading an independent wealth management practice is awesome. It’s also tough. Equipping your wealth professionals and support staff with the skills your clients need. Handling modern marketing. Changing with the financial services industry. Taking care of your team.
That’s why the Ameritas Centricity program offers so much for you and your team too. Business planning strategies. Sales and marketing tools. Succession planning resources. Hands-on support. Training for you and every team member.
We help you stay on top of wealth management best practices. We constantly evolve our resources for financial practice management. Why? Keeping you at the center of your client’s universe means keeping you at the center of ours.
Manage your independent financial practice like a champ. Grow a business that is meaningful, sustainable and rewarding. Ameritas Centricity can help.
Reap the rewards of your hard work.
You bring a lot of value to the table. We support the financial and compensation model that works best for your practice and clients, and our insurance portfolio includes options for fee-based practices. However you choose to work with us to serve your clients, it’s always within a non-captive contract. Contact us to learn more.
Rest assured with our mutual-based stability and strength.
Isn’t it comforting to know we serve the best interests of our policyholders and members, not outside stockholders? Since 1887, we’ve been free to think long-range and invest in sustainable growth to deliver on our promises. Our annual report tells the whole story.
Sound like what you’ve been looking for?
Certain products and services are provided by professional contacts which are independent third-party corporations or individuals that are not affiliated with Ameritas Life Insurance Corp. (Ameritas Life) or its subsidiaries. Information provided by these independent, third party companies is believed to be reliable, but we cannot guarantee their accuracy and applicability to your client’s situation and needs. Opinions expressed or recommendations made by these companies are not necessarily representative of Ameritas Life or its subsidiaries. Each company is solely responsible for the products, services and advice offered.