Insights for Industry Professionals

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A financial professional meets with her clients to answer their nontax estate planning questions.

Answer Your Clients’ Nontax Estate Planning Questions

Those who work as financial professionals deal with clients’ estate planning issues every day. When advising clients, some tend to focus heavily on tax issues—including…

December 1, 2023  | read icon 7 min read

Chris Miller, director of multiple employer plans for PEOs and associations, Ameritas retirement plans, is excited to bring Ameritas to the PEO marketplace.

Chris Miller Champions Ameritas Retirement Plans in the PEO Space

Given the proven position Ameritas retirement plans has in the multiple employer plan marketplace, we serve effectively in many unique channels. To deepen our commitment…

November 13, 2023  | read icon 6 min read

A photo of Monika Hubbard, institutional sales director for the financial institutions channel at Ameritas retirement plans.

Expanding Client Connections: Monika Hubbard Introduces Ameritas to the Financial…

Given Ameritas’s deep experience in retirement plans and our desire to strengthen our influence in key markets, it seems a natural fit that we could…

October 17, 2023  | read icon 5 min read

A financial professional explains the difference between joining or sponsoring a pooled employer plan to his clients.

Joining vs Sponsoring a Pooled Employer Plan: Pros and Cons

PEPs can be a great solution for many small businesses, giving them the opportunity to attract and retain top employee talent while reducing their in-house…

September 22, 2023  | read icon 8 min read

Grandparents enjoy a hike in the forest with their young grandson.

The Benefits of Life Insurance for a Child

There are valid reasons why a parent or grandparent may want to buy life insurance for a child, such as to start building financial resources…

September 15, 2023  | read icon 6 min read

A young woman and her mother meeting with a college admissions counselor.

12 Topics to Help Your Clients with College Funding

The best service you can provide your clients as they plan for the college-expense years is to help them plan with a long-term perspective. It's…

September 5, 2023  | read icon 5 min read

Grandparents Reading Book With Baby Granddaughter At Home

Why Stand-Alone Dental Insurance is a Better Option for Seniors

As seniors start thinking about retirement, many worry about maintaining good health. They can get medical coverage through Medicare and gap insurance but wonder about…

August 24, 2023  | read icon 5 min read

Colleagues wearing hard hats review building design plans for their business. To attract the best employees, they’ll need to consider joining a MEP or PEP to offer a retirement plan.

What’s the Difference Between MEPs and PEPs?

Now more than ever, small- and medium-sized businesses are actively exploring the idea of offering retirement plans to their employees. Well-managed, competitive 401(k) programs can…

August 18, 2023  | read icon 6 min read

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