Updated Marketing Material for Variable Products Available May 2, 2011
Updated marketing material, applications and prospectuses are now available. You can access updated applications via the Forms link to the right or contact us direct@ameritas to order new materials.
Ameritas Life and Acacia Life Online Access
Ameritas Life Insurance Corp. Universal Life, Term, No-Load Variable Annuity and Variable Universal Life policies and Acacia Advisor Term policies will be accessible via a new link and platform - Client Service System (CSS) effective June 27, 2011. This will also impact access to the Online Trading platform. Existing users will be required to re-register in order to access policy information or Online Trading. For new users, the completion of a PIN form will no longer be required.
Ameritas Advisor VUL® and No-Load VA Now Includes Funds From Dimensional Fund Advisors
Dimensional's funds are now available in a no load variable universal life insurance policy. Working years ahead of the industry, Dimensional forged a new way to invest in the early 1980's. At the same time, Ameritas Life Insurance Corp. launched the first no surrender charge, no sales load life insurance policy designed for fee based and fee only advisors. Now these two pioneers are available together in one product - the Ameritas Advisor VUL. The six funds have also been added to the Ameritas No-Load Variable Annuity.
The 2011 Pocket Tax Tables developed by UNIFI Companies Advanced Sales National Design Team are now available. To order a supply, e-mail us at direct@ameritas.com.
Each year, May 1 brings changes to the asset allocation models provided through Ameritas Investment Corp. that are available to be used with the Ameritas variable products. This year you and your clients will notice changes to the asset allocation model categories as well as the target percentages for each of the categories. The targets for May 1 will be focused on the categories of Global Equity, Global Bonds, Real Assets, and Cash. The new models will be effective upon a policy's rebalancing date following May 1, 2011. Policy owners will receive notification of the model changes after April 1.
Standard & Poor's (S&P) announced on March 28, 2011, that it has affirmed UNIFI's rating to A+ (Strong) with stable outlook for insurer financial strength. This is the fifth highest of Standard & Poor's 21 ratings. The summary report is available.
UNIFI Mutual Holding Company annouced the UNIFI Companies 2010 financial results.
A pdf of the 2010 UNIFI Companies annual report is now posted on UNIFIcompanies.com.