Insights for Industry Professionals

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A photo of Monika Hubbard, institutional sales director for the financial institutions channel at Ameritas retirement plans.

Expanding Client Connections: Monika Hubbard Introduces Ameritas to the Financial…

Given Ameritas’s deep experience in retirement plans and our desire to strengthen our influence in key markets, it seems a natural fit that we could…

October 17, 2023  | read icon 5 min read

A financial professional explains the difference between joining or sponsoring a pooled employer plan to his clients.

Joining vs Sponsoring a Pooled Employer Plan: Pros and Cons

PEPs can be a great solution for many small businesses, giving them the opportunity to attract and retain top employee talent while reducing their in-house…

September 22, 2023  | read icon 8 min read

Grandparents enjoy a hike in the forest with their young grandson.

The Benefits of Life Insurance for a Child

There are valid reasons why a parent or grandparent may want to buy life insurance for a child, such as to start building financial resources…

September 15, 2023  | read icon 6 min read

A young woman and her mother meeting with a college admissions counselor.

12 Topics to Help Your Clients with College Funding

The best service you can provide your clients as they plan for the college-expense years is to help them plan with a long-term perspective. It's…

September 5, 2023  | read icon 5 min read

Grandparents Reading Book With Baby Granddaughter At Home

Why Stand-Alone Dental Insurance is a Better Option for Seniors

As seniors start thinking about retirement, many worry about maintaining good health. They can get medical coverage through Medicare and gap insurance but wonder about…

August 24, 2023  | read icon 5 min read

Colleagues wearing hard hats review building design plans for their business. To attract the best employees, they’ll need to consider joining a MEP or PEP to offer a retirement plan.

What’s the Difference Between MEPs and PEPs?

Now more than ever, small- and medium-sized businesses are actively exploring the idea of offering retirement plans to their employees. Well-managed, competitive 401(k) programs can…

August 18, 2023  | read icon 6 min read

A group of business owners sit around a table discussing options to set up a buy-sell agreement for their closely held business.

Choosing the Right Buy-Sell Agreement Structure for Your Client’s Business

While it’s easy to get caught up in the day-to-day tasks of running a business, often it’s the plans put in place to handle long-term…

July 11, 2023  | read icon 7 min read

person viewing stock market volatility on phone

Client Focus: The Importance of Staying Invested During Volatile Markets

Over the past century, financial markets have experienced various periods of significant volatility—resulting in both losses and gains for investors.

July 7, 2023  | read icon 7 min read


     Showing 9-16 of 40