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
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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
Choosing the Right Buy-Sell Agreement Structure for Your Client’s Business
While it’s easy to get caught up in the day-to-day tasks of running a business, often it’s the plans put in place to handle long-term…
July 11, 2023
| 7 min read
Client Focus: The Importance of Staying Invested During Volatile Markets
Over the past century, financial markets have experienced various periods of significant volatility—resulting in both losses and gains for investors.
July 7, 2023
| 7 min read
The Power of the Ameritas Pooled Employer Plan
Businesses are generally concerned with three things when it comes to sponsoring a retirement plan: cost, fiduciary risk and administrative burden. At Ameritas, we’re working…
June 7, 2023
| 4 min read
Women Financial Professionals Raise their Voice in Washington as Financial…
Women financial professionals have become significantly more influential in the financial services industry in recent years. Their advocacy efforts reached a new milestone in March…
May 30, 2023
| 7 min read
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
| 6 min read