
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
| 8 min read

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
| 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

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

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