Ameritas Life Insurance Corp. (Ameritas) and RetireOne today announced an agreement to distribute Ameritas fee-based life insurance and annuity products through RetireOne’s Fiduciary Solutions Concierge desk, an innovative service platform offering advisors easy access and management on behalf of their clients.
The alliance connects fee-based registered investment advisors (RIAs) with the quality products and excellent customer service Ameritas is known for while capitalizing on the advantages the RetireOne platform provides.
“The RetireOne partnership is great for Ameritas because their team shares our core values in providing concierge, high touch, personalized service to registered investment advisors, combined with fee-based products that are fiduciary-friendly in design,” said Thomas Fink, national vice president of institutional sales for Ameritas. “This is an exciting opportunity to broaden our outreach to the RIA community.”
The agreement brings together RetireOne’s unique approach to providing ease of use and access to concierge assistance with the experience, industry knowledge and financial strength Ameritas provides.
David Stone, founder and chief executive officer for RetireOne, said he is thrilled with the expansion to include Ameritas. “We strive to work with the best providers and bring superior choices to our advisor clients’ retirement planning with tax-deferred asset protection and sustainable lifetime income solutions,” Stone said. “Ameritas’ lengthy experience of delivering consumer value makes them a great partner.”
Learn more at ameritasdirect.com.
AMERITAS – founded in 1887, Ameritas Life Insurance Corp. and its affiliated companies – offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management and public finance. Securities offered through affiliate Ameritas Investment Corp., member FINRA/SIPC. For more information, visit ameritas.com.
Contact: Ann Avery, Ameritas Senior Media Relations Manager
402-467-7819 desk, 402-540-0867 cell email@example.com
RetireOne is not an affiliate of Ameritas Life Insurance Corp.
Variable products issued by Ameritas Life Insurance Corp. and underwritten by affiliate Ameritas Investment Corp. Variable products are suitable for long-term investing and are subject to investment risk, including the possible loss of principal. Before investing carefully consider the investment objectives, risks, charges and expenses and other important information about the policy issuer and underlying investment options. This information can be found in the policy and investment options prospectuses. Contact Ameritas Advisor Services at 800-255-9678 or visit ameritasdirect.com for a prospectus and read it carefully before investing.