Insights for Industry Professionals

     Showing 33-40 of 51   

Three people talking with papers and a laptop.

AG49-A Revisions Have No Impact on Ameritas IUL Illustrations

Since 2015, Actuarial Guideline 49 has tried to provide a uniform method for calculating maximum illustrated IUL rates. We’re now experiencing another round of updates,…

May 5, 2023  | read icon 4 min read

Two businesspeople talking in a warehouse.

Niche Markets for Retirement Plans

It’s no secret that there’s a lot of competition for big plans with big companies. And no wonder. These plans generate sizable revenue and connection…

April 25, 2023  | read icon 4 min read

woman and intern working together at computer

How to Start an Internship Program

Hiring an intern for your agency can provide both immediate and long-term benefits—especially if you follow a few easy tips on how to start an…

April 20, 2023  | read icon 6 min read

Three people read financial newspapers.

Is Becoming a Wealth Manager Right for You?

A clear definition of what a wealth manager is can help you determine if becoming a wealth manager is a right fit for your practice.…

April 5, 2023  | read icon 8 min read

Toni Gonzales, Division Vice President, Ameritas

Divisional Vice President Toni Gonzales helps pave the way for…

Toni Gonzales is using her experience to empower the success of more women in insurance and financial services. Recently, Ameritas welcomed Toni to our leadership…

March 30, 2023  | read icon 6 min read

 A female financial professional meets with her clients to discuss 401(k) rollover rules and what to do with their abandoned retirement accounts.

401(k) Rollover Rules   

Inquiring about your clients’ prior employment history helps you find whether they have any abandoned retirement accounts. Since many 401(k) participants are unsure of what…

March 2, 2023  | read icon 6 min read

Two employees take a coffee break in a warehouse. They’re relaxed because their employer recently enrolled in a PEP to help with employees’ retirement planning.

What is a Pooled Employer Plan?

Businesses face various issues when offering their employees a retirement plan. A traditional 401(k) may be too expensive, difficult to maintain and risky for many…

February 8, 2023  | read icon 5 min read

A financial professional sits across from her clients at a table and shares basic life insurance education with them.

Life Insurance Education for Clients

Most Americans don’t have enough life insurance coverage. Many don’t have any at all.

January 26, 2023  | read icon 7 min read


     Showing 33-40 of 51