Insights for Customer Stories
![A financial professional meets with her client, an artist and entrepreneur, to paint a financial picture just right for her client.](https://www.ameritas.com/wp-content/uploads/2023/04/3458522_AmyBlodget-CarrieLeebVideoImage_Thumbnail-300x169.jpg)
Painting the Financial Picture
Carrie Leeb is an artist and entrepreneur from San Francisco. She’s been creating from the time she was a little girl and grew that passion…
April 6, 2023
| 5 min watch
![family at table planning with financial advisor](https://www.ameritas.com/wp-content/uploads/2021/02/familyplanning-300x167.png)
Ozark Motor Lines: The Benefits of Family Business Planning
Ozark Motor Lines is a trucking transportation company with a rich family history. Ozark was started by the Higginbotham family out of Memphis, Tennessee in…
February 1, 2021
| 5 min watch
![man staring with american flag in the background](https://www.ameritas.com/wp-content/uploads/2020/09/losinglovedone-300x167.png)
Losing a Loved One: A Life Insurance Claim Story
Tim Goodroad never planned to sit in front of a camera and share his life insurance claim story. He never thought he would receive a…
September 14, 2020
| 6 min watch
![couple in rocking chairs on porch](https://www.ameritas.com/wp-content/uploads/2020/02/disabilityplanecrash-300x168.png)
Disability income protection: Recovery after a plane crash
Ken and Kathy Byrd experienced a remarkable journey of recovery after a plane crash that nearly took Ken’s life while he was flying his personal…
February 10, 2020
| 6 min watch
![employee shaking owners hand](https://www.ameritas.com/wp-content/uploads/2019/11/ownershakinghands-300x167.png)
Financial Wellness for Employees Through Retirement Plans
For business owner, Corry Lawler, providing financial wellness for employees was a priority since day one. Corry is the chief executive officer of a general,…
November 8, 2019
| 5 min read
![business owner reviewing floor plans](https://www.ameritas.com/wp-content/uploads/2019/11/growingbusiness-300x164.png)
Financial Strategy for a Growing Business
When Kim Allen and Corry Lawler became friends, they didn’t expect to sit down and discuss comprehensive business planning for Corry’s family company. But when…
November 4, 2019
| 5 min watch
![two men waiting for public transportation](https://www.ameritas.com/wp-content/uploads/2019/04/legacystory-300x164.png)
An Indian American Entrepreneur’s Success Story: Building a Legacy
Ajay Bansal is an Indian American entrepreneur whose determination, skill and smart succession planning led to an American dream success story.
April 10, 2019
| 5 min watch