Insights for Industry Professionals

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Kelly Halverson, senior vice president, chief actuary and underwriting discusses IUL products through the years in this thought leadership article.

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  | read icon 8 min read

A financial professional meets with her clients to answer their nontax estate planning questions.

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  | read icon 7 min read

Chris Miller, Sales Director, Ameritas Retirement Plans

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  | read icon 6 min read

A financial professional explains the difference between joining or sponsoring a pooled employer plan to his clients.

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  | read icon 8 min read

Grandparents enjoy a hike in the forest with their young grandson.

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  | read icon 6 min read

A young woman and her mother meeting with a college admissions counselor.

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  | read icon 5 min read

Colleagues wearing hard hats review building design plans for their business. To attract the best employees, they’ll need to consider joining a MEP or PEP to offer a retirement plan.

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  | read icon 6 min read

A group of business owners sit around a table discussing options to set up a buy-sell agreement for their closely held business.

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  | read icon 7 min read


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