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
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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
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
| 5 min read
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
| 5 min read
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
| 6 min read