Ameritas’ Fink Talks Insurance Integrations & Advisor Services

Thomas Fink, VP RIA Business Development, Ameritas met with Julie Cooling, Founder & CEO, RIA Channel to discuss how insurance fits into the advisory marketplace. Ameritas, a 130 year old insurance company, began primarily with life insurance and annuity solutions. Today, as more and more agents become advisors and vise versa, Ameritas aims to provide more access to both commission and fee-based products. The firm is working towards more up front API technology and a process where advisors can pick their own custodians. “This is what will push us forward,” says Fink on the integration initiatives. To learn more on this topic, head here.