Insights for Industry Professionals
Kelly Halverson Discusses the 7 Critical Red Flags in Accumulation…
Indexed Universal Life insurance policies have surged in popularity to accumulate wealth on a tax-advantaged basis while providing life insurance protection. However, the complexities of…
December 2, 2024
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8 min read
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
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
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
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
| 6 min read
Pioneering to Serve Intercultural Clients Better: NAIFA Diversity Champion Stephen…
Looking through the eyes of those we serve. Aligning our offerings, processes, networks, and alliances to their needs.
May 28, 2021
| 6 min read