Manage Your Wealth
Easily access the tools, resources and account information that help you make the most of your investments, annuities and retirement plan.
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Products for wealth
Retirement plans
If you participate in an Ameritas retirement plan through your employer, you can stay informed and in control by accessing your account.
- Track your retirement savings program.
- Update personal and beneficiary information.
- Adjust contribution amounts and investment allocations.
- Use retirement calculators and planning tools.
Why retirement plans matters
Investing in a retirement plan helps you:
- Build financial independence for your future.
- Benefit from tax advantages that boost savings.
- Take advantage of employer contributions (if available).
- Prepare confidently for life after work.
Learn more
Explore educational resources to deepen your understanding of retirement plans.
Retirement Smarts video series
Watch easy-to-understand videos that explain basic concepts about retirement plans.
Understand key terms and concepts related to retirement plans.
Discover practical answers to common retirement plan questions.
Annuities
Already have an annuity with Ameritas? Access your account to stay informed and manage your annuity.
- View your annuity policy and account value.
- Submit forms for withdrawals, distributions or beneficiary updates.
- Make payments and manage bank account information.
- Send secure messages to client services.
Why annuities matter
According to Ernst & Young, annuities have the potential to help improve retirement outcomes compared to investment-only strategies. They offer:
- Guaranteed1 lifetime income to help close the retirement savings gap.
- Tax-deferred growth potential for long-term accumulation.
- Protection from market volatility.
Learn more
Explore educational resources to deepen your understanding of annuities.
Learn about tax strategies, market value adjustments and income planning.
Understand key terms and concepts related to annuities.
Discover practical answers to common annuity questions.
Investments
If you have an investment account with Ameritas, you can stay informed and in control by accessing your account.
- Monitor investment performance.
- Update personal and beneficiary information.
- Access tax documents and plan statements.
- Submit forms and send secure messages.
Why investments matter
Investing plays a key role to help build long-term financial security. It provides the potential to:
- Grow your wealth beyond traditional savings.
- Diversify your financial strategy to manage risk.
- Stay ahead of inflation and preserve purchasing power.
- Work toward major goals like retirement, education or homeownership.
Get educational articles to help guide your decisions.
Need help?
While this information offers robust self-service tools, a financial professional can provide personalized guidance. If you need help assessing your financial wellness, contact a financial professional.
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1 Guarantees are based on the claims-paying ability of the issuing company.