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
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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
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
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
| 8 min read
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
| 4 min read
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
| 4 min read