Insights for Industry Professionals

  
 
  Showing 1-8 of 56   

An independent financial professional smiles and laughs with his team during a meeting.

Run Your Business Your Way: Break Free from Firm Limits

For many financial professionals, building a career under the banner of a large firm once made sense. There was structure. There were resources. There was…

July 25, 2025  | read icon 7 min read

Associates sitting at a table with tablets and laptops, viewing charts and graphs on their devices.

Integrated Health: The Impact of Dental Care on Medical Costs

Employers and employees can reduce medical expenses by integrating dental care into overall health management. Research shows that individuals receiving regular dental care can experience…

July 23, 2025  | read icon 3 min read

A financial professional in his 40s networks with his peers at a professional development conference.

The Importance of Professional Development and Peer Support

In financial services, success depends on more than technical knowledge or sales performance. Professionals who build long-term, sustainable careers often do so by engaging in…

July 18, 2025  | read icon 6 min read

A group of colleagues sitting around a table discussing business.

Funding Strategy Matters: Self-Funded vs. Fully Insured

When helping clients build a dental benefits strategy, one of the most important and often overlooked decisions is how the plan is funded. As costs…

July 10, 2025  | read icon 6 min read

A group of four happy financial professionals sit around a conference table and shake hands with their new RIA representative after business disruption difficulties.

When Your Broker/Dealer or RIA Sells: Facing Business Disruption

In the world of financial services, change is inevitable. But some changes cut deeper than others. If you’ve recently found yourself grappling with the aftermath…

June 27, 2025  | read icon 8 min read

A financial professional meets with a plan sponsor client in her office to review their retirement plan offerings.

The Power of Collective Investment Trusts in Retirement Plans

In today’s increasingly complex retirement plan environment, financial professionals are seeking investment options that deliver value, efficiency and fiduciary alignment. At Ameritas, we understand the…

June 24, 2025  | read icon 6 min read

A professional woman working in a corporate office meets with her financial professional to discuss disability insurance to protect her income.

Harness the DI Insurance Potential of High-Income Clients

When it comes to financial risks, affluent white-collar professionals may appear well-protected. They typically have access to a strong benefits package, high earnings and a…

June 6, 2025  | read icon 7 min read

A photo of Jeff Graves, senior vice president or agency and advisor distribution at Ameritas.

Succession Planning Strategy for Your Financial Services Business

The financial services marketplace is changing fast. Several dramatic shifts are happening simultaneously to create extraordinary opportunities over the next 15 to 20 years for…

April 30, 2025  | read icon 6 min read


  
 
  Showing 1-8 of 56