Financial Strategies to Help Cover the Cost of Serious Illness
A serious illness is one of the few things that can seriously derail a client’s financial aspirations. It can be even more devastating once they…
April 22, 2024
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7 min read
Small Business Owners Present an Opportunity for You to Grow…
Your existing book of business may have hidden opportunities that you’ve so far overlooked. Chances are, you have small business owner clients that may have…
March 1, 2024
| 10 min read
Kelly Halverson Asks Which IUL Would Your Client Rather Have?
The indexed universal life market has been a tricky one to navigate these past few years with AG49, AG49A and the revision to AG49A. History…
January 25, 2024
| 8 min read
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
| 7 min read
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
| 6 min read
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
| 5 min read
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
| 8 min read
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
| 6 min read