Insights for Industry Professionals

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Why Succession Planning for Financial Professionals Matters

As an insurance agent, wealth manager or retirement planner, you probably spend most of your days ensuring the financial security of your clients. That security…

May 19, 2023  | read icon 6 min read

Stressful Accounting at Home: Man Using Laptop, Filling Tax Forms. Worried Male Has Paperwork Problems with Bills and Invoices. Budget Deficit, High Inflation, Financial Difficulty, Debt, Bankruptcy

4 Ways to Help Your Clients Ease Workers’ Inflation Concerns

Inflation is causing your clients’ employees to evaluate spending decisions. About 40% of Americans have cut back on expenses, including spending on benefits and healthcare…

May 12, 2023  | read icon 2 min read

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Disability Income Insurance for Business Owners

The need to plan for an unexpected illness or injury is real and your efforts to educate and guide business owners through the planning process…

May 8, 2023  | read icon 8 min read

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AG49-A Revisions Have No Impact on Ameritas IUL Illustrations

Since 2015, Actuarial Guideline 49 has tried to provide a uniform method for calculating maximum illustrated IUL rates. We’re now experiencing another round of updates,…

May 5, 2023  | read icon 4 min read

Two businesspeople talking in a warehouse.

Niche Markets for Retirement Plans

It’s no secret that there’s a lot of competition for big plans with big companies. And no wonder. These plans generate sizable revenue and connection…

April 25, 2023  | read icon 4 min read

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How to Start an Internship Program

Hiring an intern for your agency can provide both immediate and long-term benefits—especially if you follow a few easy tips on how to start an…

April 20, 2023  | read icon 6 min read

Three people read financial newspapers.

Is Becoming a Wealth Manager Right for You?

A clear definition of what a wealth manager is can help you determine if becoming a wealth manager is a right fit for your practice.…

April 5, 2023  | read icon 8 min read

Toni Gonzales, Division Vice President, Ameritas

Divisional Vice President Toni Gonzales helps pave the way for…

Toni Gonzales is using her experience to empower the success of more women in insurance and financial services. Recently, Ameritas welcomed Toni to our leadership…

March 30, 2023  | read icon 6 min read

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