Insights for Industry Professionals

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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

Three warehouse employees looking at a laptop.

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

Three people talking with papers and a laptop.

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

woman and intern working together at computer

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

 A female financial professional meets with her clients to discuss 401(k) rollover rules and what to do with their abandoned retirement accounts.

401(k) Rollover Rules   

Inquiring about your clients’ prior employment history helps you find whether they have any abandoned retirement accounts. Since many 401(k) participants are unsure of what…

March 2, 2023  | read icon 6 min read


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