Ameritas

Equitable Announces New Leadership Appointments

Retrieved on: 
Wednesday, March 27, 2024
Professional Services, Small Business, Insurance, Human Resources, Finance, Consulting, Fairfield University, Congress, Investment management, Slavic studies, Equitable Holdings, Growth, Bähr, Retirement, Prudential, Business administration, European studies, Merrill (company), Education, Policy, Small business, MEP, Head, Ursinus College, Pension, Ameritas, PEPS, FINRA, American Council, ADP, Kais, Financial adviser

Company veteran Jessica Baehr, who served as the Head of Group Retirement since 2021, has assumed a new leadership position as the President of Equitable Investment Management.

Key Points: 
  • Company veteran Jessica Baehr, who served as the Head of Group Retirement since 2021, has assumed a new leadership position as the President of Equitable Investment Management.
  • “Equitable Investment Management is a differentiator for Equitable.
  • Her previous leadership roles also include serving as the Chief Operating Officer for the company’s Life and Employee Benefits businesses and Head of Investor Relations for Equitable Holdings.
  • Prior to Equitable, Baehr started her career in the non-profit sector working in higher education and international development.

Techficient, SCOR, and AIMCOR Group, LLC have created a next-generation digital term life insurance product, AIMCOR QuickLife issued by Ameritas Life Insurance Corp.

Retrieved on: 
Tuesday, February 20, 2024
Dynamics, Ameritas, Insurance, Policy

"Our predictive data modeling has significantly improved outcomes for both clients and agents, while also simplifying and expediting the process.

Key Points: 
  • "Our predictive data modeling has significantly improved outcomes for both clients and agents, while also simplifying and expediting the process.
  • Agents who previously saw the life insurance process as a hindrance now have an uncomplicated solution for ensuring protection."
  • QuickLife leverages modern technology to allow agents and their clients to easily apply for a term life policy.
  • The combination of Techficient's proprietary submission platform, Dynamic, and this new instant decision term product makes obtaining term insurance easier than ever before.

Ameritas names new chief financial officer

Retrieved on: 
Tuesday, December 12, 2023
PwC, Principal Financial Group, Mergers and acquisitions, Management, Principal, Ameritas, Hong Kong

LINCOLN, Neb., Dec. 12, 2023 /PRNewswire/ -- Michele Wu has been named senior vice president, chief financial officer and treasurer, Ameritas announced.

Key Points: 
  • LINCOLN, Neb., Dec. 12, 2023 /PRNewswire/ -- Michele Wu has been named senior vice president, chief financial officer and treasurer, Ameritas announced.
  • Michele Wu has been named senior vice president, chief financial officer and treasurer, Ameritas announced.
  • Wu most recently served as chief financial officer for Principal Hong Kong, a member company of Principal Financial Group.
  • Sue Wilkinson, current executive vice president, CFO and treasurer, will move to president and chief operating officer effective Jan. 2, 2024.

The Council for Disability Awareness names Bob Herum as Interim President

Retrieved on: 
Tuesday, October 31, 2023
Knowledge, Council, NAHU, Indigenous Disability Awareness Month, National Association of Health Underwriters, Disability, CDA, Interim, American Fidelity Assurance, IDIS, Ameritas, National Association, Management

PORTLAND, Maine, Oct. 31, 2023 /PRNewswire/ -- The Council for Disability Awareness is pleased to announce the appointment of Bob Herum as Interim President.

Key Points: 
  • PORTLAND, Maine, Oct. 31, 2023 /PRNewswire/ -- The Council for Disability Awareness is pleased to announce the appointment of Bob Herum as Interim President.
  • This decision was made by The Board of Directors following the untimely death of President, Carol Harnett who died on August 11, 2023.
  • Bob Herum brings extensive knowledge and experience to the role.
  • As a founder of Executive Benefits Brokerage, LLC and former 2nd Vice President of Ameritas Life Insurance Corp., he is widely recognized in the disability insurance field.

FSP Names Troy Branch 2023-2024 National Secretary

Retrieved on: 
Thursday, October 26, 2023
RICP, CFP, Chfc, University of Nebraska–Lincoln, CLU, Lincoln, JD, CPCU, MBA, Texas Tech University, AEP, CPC, FSP, FPA, Risk management, CEBS, University, Society, Service provider, CMS, Nursing, Management, Ameritas

ARDMORE, Pa., Oct. 26, 2023 /PRNewswire/ -- 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 for 2023-2024.

Key Points: 
  • ARDMORE, Pa., Oct. 26, 2023 /PRNewswire/ -- 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 for 2023-2024.
  • Branch is the second vice president, advanced planning with Ameritas, where he consults with client advisors and insurance professionals.
  • Branch is a frequent speaker at industry events and his appearances include guest lecturing at the University of Nebraska–Lincoln, Texas Tech University, NAIFA/FSP Advanced Practice Symposia, and most recently, the FPA national conference.
  • An FSP member since 2017, Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.

The Society of Financial Service Professionals Names Troy Branch 2023-2024 National Secretary

Retrieved on: 
Wednesday, October 11, 2023
Advanced planning and scheduling, FSP, Ameritas, MBA, Chfc, Texas Tech University, RICP, Risk management, FPA, CLU, Lincoln, JD, University, CMS, AEP, Society, CFP, University of Nebraska system, CPCU, CPC, CEBS, Service provider, Wood drying, Nursing, Management

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024. He assumed office on September 1.

Key Points: 
  • Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.
  • Troy Branch is the 2nd Vice President, Advanced Planning with Ameritas Life Insurance Company, where he consults with client advisors and insurance professionals.
  • Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.

FSP Names Andrew Rinn 2023-2024 National President-Elect

Retrieved on: 
Wednesday, October 11, 2023
FSP, MBA, Chfc, RICP, Education minister, Rinn, Drake University Law School, Sammons, CLU, JD, BS, National Association, MetLife, CMS, AEP, Society, CFP, Kaseman Beckman Advanced Strategies, Journal, Mutual, Principal Financial Group, Publication, Adviser, CPCU, CPC, CEBS, Ameritas, Service provider, Athletic, Management, Midland University

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024. He assumed office on September 1.

Key Points: 
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024.
  • Mr. Rinn is a frequent speaker at industry meetings, including Forum 400, Clinic for Advanced Professionals, NAIA Performance and Purpose Forum, AALU National Meeting, and LIMRA Advanced Sales Forum.
  • Mr. Rinn is an active member of the National Association of Insurance and Financial Advisors (NAIFA).
  • Mr. Rinn has been an active member of FSP since 2000; prior to being elected to FSP's national board in 2022 he served as a past president of FSP's Des Moines chapter.

Ameritas reveals newly elected officers

Retrieved on: 
Tuesday, October 3, 2023
Society of Actuaries, United States Court of Appeals for the Eighth Circuit, University, University of Kansas School of Law, Nebraska Supreme Court, Ball State University, Nebraska State Bar Association, District court, Ball, Appellate court, John Davis (U.S. district court judge), University of Nebraska–Lincoln, Private investigator, Ameritas

LINCOLN, Neb., Oct. 3, 2023 /PRNewswire/ -- Ameritas President and CEO Bill Lester announces the following officer elections.

Key Points: 
  • LINCOLN, Neb., Oct. 3, 2023 /PRNewswire/ -- Ameritas President and CEO Bill Lester announces the following officer elections.
  • Ameritas announces the hire of Dan Cochran and promotion of Andrea Snowden.
  • Dan Cochran was hired as the new vice president, corporate actuarial, effective May 22, 2023.
  • Snowden began her career at Ameritas in 2018 as second vice president, assistant general counsel.

Ameritas retirement plans announces 403(b) pooled employer plan

Retrieved on: 
Thursday, September 28, 2023
Organization, PEP, ERISA, PEPS, Health insurance, Management, Financial adviser, Ameritas

LINCOLN, Neb., Sept. 28, 2023 /PRNewswire/ -- 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 option that is usually reserved for large companies.

Key Points: 
  • LINCOLN, Neb., Sept. 28, 2023 /PRNewswire/ -- 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 option that is usually reserved for large companies.
  • Ameritas reveals new 403(b) retirement plan, giving nonprofits a new option.
  • The 403(b) PEP is a retirement plan where instead of a nonprofit sponsoring their own plan, they can become an adopting employer.
  • "Ameritas is a service-minded company, with performance being one of our leading values," said Jim Kais, executive vice president, retirement plans, at Ameritas.

Amerita Notifies Individuals of Privacy Incident

Retrieved on: 
Tuesday, September 5, 2023
Technology, Hospitals, Security, Practice Management, Other Health, Managed Care, Health, General Health, Data Management, Computer, Identity theft, Diagnosis, Address, Social, Holiday, Fraud, Patient, Police, CST, PharMerica, Privacy, Medical device, Ameritas

Amerita announced today that it is notifying individuals who may have been affected by an incident involving some of their personal information.

Key Points: 
  • Amerita announced today that it is notifying individuals who may have been affected by an incident involving some of their personal information.
  • Upon discovering the incident, Amerita promptly began an internal investigation and engaged cybersecurity experts to investigate and secure its computer systems.
  • Amerita recently identified a data set involved in the incident that contained the personal information of some Amerita patients.
  • Amerita has no indication that the incident involved Amerita patients’ Social Security numbers or driver’s license numbers.