
Effective Succession Planning Tips for a Financial Practice
Thompson Financial Group (TFG) has a long history serving clients in the Northern Maine farming community. Started by Potato Farmer Art Thompson in the 1960s,…
August 4, 2025
| 7 min read

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
| 7 min read

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
| 3 min read

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
| 6 min read

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
| 6 min read

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
| 8 min read

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
| 6 min read

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
| 7 min read