INSTANT ACCESS: Beneficiary Review How-To Guide

beneficiary reviews—helping your clients get more out of life

Increase your service level.

Grow your assets under management.

Build client loyalty and generate more referrals.

A Beneficiary Review Provides The Opportunity To Help Your Clients Answer Such Questions As:

Are all assets going to the desired persons in the desired manner?

Have all contingencies been considered and covered?

A Beneficiary Review May Help You Identify Ways To:

2014 Pocket Tax
Tables Now Available

Maximize estate value

Uncover potential rollovers

Retain and consolidate assets

At Ameritas Advisor Services we’ll show you how to tap into new opportunities and demonstrate your ability to offer comprehensive wealth management services.

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AdvOne 11-13

For Advisor Use only.
Think Advisor is not an affiliate of Ameritas Life.

Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.