HEALTH CARE

news Ameritas Reaches Retirement Sales Milestone.Kais Named Industry Influencer

Lincoln, Nebraska, January 25, 2023 /PRNewswire/ — Ameritas Reaches Key Milestones in 2022, billion dollars First in a single year for the retirement plans sector with new asset sales and over 1,500 plans.see also department Jim KaisExecutive Vice President, named 42nd The 401(k) Wire’s “100 Most Influential People of 2022” and the most influential person in the industry.

of billion dollars The new asset sales and planning marks primarily represent the 401(k), Multiple Employer Plan (MEP), 403(b), and 2022 government retirement programs.

“This growth is a testament to our efforts to build trust, gain market confidence, deliver meaningful technology and strong service levels, and be recognized as the ‘main street market leader’ in retirement plans.” believe. Kais.

The milestone also marks one year since Ameritas acquired BlueStar Retirement Services. BlueStar Retirement Services, a former subsidiary of Ameritas Life Insurance Corp., specializes in serving MEPs, open architecture retirement plans and RIAs (Registered Investment Advisers).・Touch delivery model. BlueStar is now fully integrated into Ameritas’ retirement planning division.

“It is no coincidence that we have reached billion dollars Almost a year after the acquisition of BlueStar, another asset sales milestone was achieved. Their team brought a lot of experience that fueled our growth in this market. Additionally, we are focused on opening access to smaller markets. We are providing large-scale market planning capabilities to previously underserved markets.” said Kais.

Ameritas retirement plans serve a rapidly growing domestic customer base of 8,100 plans and 250,000 participants. $17.5 billion Assets under management*.

※Current January 1, 2022.

About Ameritas®
Ameritas is the marketing name for Ameritas Mutual Holding Company and its affiliated subsidiaries, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. New YorkFounded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance. pension; individual disability income insurance; group dental, vision and hearing care insurance. and retirement system. For more information, visit ameritas.com.

contact:
Derek Rayment, Sr. media relations specialist
Ameritas Life Insurance Co., Ltd.
Phone: 402-467-7850
[email protected]

Source: USA

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