
Congratulations on your retirement, Bill!
Bill Lester, congratulations on your retirement! We’re grateful for your dedicated leadership.
December 28, 2023
| 2 min read

Ameritas names new chief financial officer
Michele Wu has been named senior vice president, chief financial officer and treasurer, Ameritas announced. She will oversee accounting and finance, corporate actuarial and capital…
December 11, 2023
| 3 min read

NAIFA-California honors Tom Michel with distinguished award
Tom Michel, LACP, CLTC, has been named the recipient of the 2023 Norman G. Levine Distinguished Service Award by NAIFA-California. The award recognizes outstanding dedication,…
December 8, 2023
| 3 min read

Welcome the newest independent financial practices to Ameritas – November…
Join us in welcoming the newest independent financial practices to contract with Ameritas during the third quarter of 2023.
November 13, 2023
| 3 min read

FSP Names Troy Branch 2023-2024 National Secretary
The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary…
October 25, 2023
| 3 min read

Ameritas reveals newly elected officers – October 2023
Ameritas President and CEO Bill Lester announces the following officer elections.
October 3, 2023
| 3 min read

Ameritas retirement plans announces 403(b) pooled employer plan
Ameritas retirement plans has announced a new pooled employer plan (PEP) for organizations sponsoring ERISA 403(b) plans, giving the underserved nonprofit retirement plan market an…
September 28, 2023
| 3 min read

UCL Financial Group reaches 100-year milestone
UCL Financial Group is celebrating its 100th anniversary this year, marking a historic achievement for the Memphis-based agency. Throughout its history, the UCL Financial Group…
September 11, 2023
| 3 min read