Insights for Industry Professionals

     

Showing 33-40 of 77

   

A financial professional meets with a plan sponsor client in her office to review their retirement plan offerings.

The Power of Collective Investment Trusts in Retirement Plans

In today’s increasingly complex retirement plan environment, financial professionals are seeking investment options that deliver value, efficiency and fiduciary alignment. At Ameritas, we understand the…

June 24, 2025  | read icon 6 min read

A professional woman working in a corporate office meets with her financial professional to discuss disability insurance to protect her income.

Harness the DI Insurance Potential of High-Income Clients

When it comes to financial risks, affluent white-collar professionals may appear well-protected. They typically have access to a strong benefits package, high earnings and a…

June 6, 2025  | read icon 7 min read

A photo of Jeff Graves, senior vice president or agency and advisor distribution at Ameritas.

Succession Planning Strategy for Your Financial Services Business

The financial services marketplace is changing fast. Several dramatic shifts are happening simultaneously to create extraordinary opportunities over the next 15 to 20 years for…

April 30, 2025  | read icon 6 min read

A CEO meets with some of her employees in a modern office space to explain how managed account programs will benefit their retirement plan employee benefit.

Ameritas Managed Account Programs: Meeting 2025 Retirement Needs

The retirement planning landscape is evolving rapidly in 2025, driven by significant trends that are reshaping how individuals and employers approach retirement savings. According to…

March 12, 2025  | read icon 6 min read

A financial professional meets with her clients to discuss how they can use life insurance to help with their retirement funding.

Using Life Insurance for Retirement Funding: A Guide for Financial…

As a financial professional, you understand the unique challenges business owners face when planning for retirement. Traditional retirement tools like 401(k)s and Social Security often…

February 19, 2025  | read icon 6 min read

A professional headshot of Kelly Halverson, senior vice president, chief actuary and underwriting, in front of a photo of the Ameritas building at springtime.

Kelly Halverson Discusses the 7 Critical Red Flags in Accumulation…

Discover the seven critical red flags in IUL portfolio management and key questions to ask your wholesaler to protect your client’s policy growth.

December 2, 2024  | read icon 8 min read

A financial professional meets with her clients, a husband and wife in their late 30s, for their annual financial review and discuss their financial goals.

What Do Clients Want from a Financial Professional?

You may be well known for life insurance, established in providing retirement planning strategies or a professional in wealth management. But if you aren’t offering…

November 5, 2024  | read icon 7 min read

lady helping client at a table talking about finances.

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…

October 10, 2024  | read icon 2 min read


     

Showing 33-40 of 77