Private Split Dollar: Using Life Insurance for Estate and Business…
Most people think of life insurance as a way to help protect loved ones after someone dies. While death benefit protection remains an important part…
September 18, 2026
| 
9 min read
Planning for a Loved One with a Special Needs Trust
For parents and caregivers of individuals with special needs, one question often rises above all others: What will happen when I'm no longer here to…
September 18, 2026
| 10 min read
Retirement Planning for Women: Key Strategies for Every Stage of…
Financial preparedness isn't built through a single account, product or decision. It's developed over time through a combination of tools that work together to support…
August 31, 2026
| 10 min read
Financial Reflection and Mean Tweets: Listener Q&A #4
Reflection can be uncomfortable, but it’s often where the clearest insights come from. In this listener-driven episode of Future Focus: A Financial Strategies Podcast, the…
July 31, 2026
| 
26 min watch
Financial Concepts Explained: The No-Jargon Challenge
Looking for financial concepts explained without the industry jargon? In this special episode, members of the Ameritas advanced planning team, Troy Branch, Jacob Messick and…
July 21, 2026
| 35 min watch
Preparing for Retirement: What to Consider at 59½
Most birthdays come and go without much effect on your daily life. However, turning 59½ is a unique financial milestone.
July 1, 2026
| 8 min read
Does Timing Matter? Investing Before or After an Election
During election season, people tend to talk more about the markets. As news stories shift and opinions spread, it’s normal for investors to have questions.
June 30, 2026
| 7 min read
What Is Legacy Planning and Do I Need It?
You’ve put in the effort to build your wealth and prepare for retirement. But have you thought about what comes after, both for you and…
June 5, 2026
| 8 min read