Access to assessment codes for you or your team $15 apiece.

About this Program

This beginner virtual school, Operational Foundations with AIC and AAS, offers a level one class designed to provide a basic overview of key processes, resources and support systems available through Ameritas Investment Company, LLC (AIC) and Ameritas Advisory Services, LLC (AAS). This introductory program combines live online instruction with self-directed exercises and assignments, ensuring an interactive and accessible learning experience. Each session builds on the previous one, encouraging engagement and equipping you with practical knowledge you can begin applying right away in your role.

 

About this Program: Virtual Ameritas Immersion

 

The virtual Ameritas Immersion school provides 12 hours of live, online instruction blended with self-directed exercises and virtual engagement. This program is designed to provide clarity on Ameritas processes, resources, and support. Many learning moments are customized to meet your needs and provide highly interactive content. The intent is for you to actively participate in every session as each course builds on the previous. You will not only feel like you are part of the learning process, but you will leave this school knowing you are part of the Ameritas family.

 

 

Program Requirements

Interactivity and Attendance Policy

After some of the live sessions, you will have materials to review to prepare yourself for the next session. Set aside time to review these and bring any questions you have to the next session.

A large part of learning will come from thinking about and discussing new concepts. Please come prepared to engage with your learner group and do not hesitate to ask questions.

You are expected to attend all online sessions of virtual Ameritas Immersion. Because elements of virtual Ameritas Immersion involve working in teams, any absence by a participant will negatively impact the team’s ability to maintain the desired learning environment and interaction among team members.

If you anticipate not being able to attend a session for any reason, you must immediately contact the virtual Ameritas Immersion coordinator, who will determine appropriate measures to resolve the absence. Please note that absence from any session for any reason may result in the forfeiture of your seat in the class. Please note, the fee of $99.00 for the school will be reimbursed in full to anyone completing at least five of the six sessions for our school.

 

 

Program Success

• To ensure that you do not have any technical issues and are ready for a great experience, early log in (5-10 minutes early) is requested, especially on the first day of school.
• Logging in from a computer or laptop is requested; cell phones are not compatible with all the interactive features we will be using throughout the school.
• For best audio results, use a separate telephone connection, not your computer’s audio system, to hear and speak during the school. Speakerphone is not ideal; you must use a headset with microphone.
• We use the Teams application for this school. If you do not typically use this software, please download the app and set up an account to eliminate log in issues on the first day of school.
• Block off on your calendar or planner with the scheduled dates and times for virtual Ameritas Immersion.
• Ensure that you have access to a reliable high-speed internet connection and a working computer.
• Review the course outline and begin formulating questions you would like to ask for each session. This is an interactive class and participation is expected.

 

Day 1: Jan. 20, – 11 a.m. ET

 

Welcome

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

 

Vision and Values

Hear from our senior leaders as they discuss the vision and values being brought to life through the Ameritas focus and value proposition.

Presenters: Senior Leadership – Shannon Berry, VP, Sales Development and Advanced Planning

Jeremy Robson, President, AIC and AAS

 

Hear from your Peer

This first session will welcome you to this school and the Ameritas Family.  We will hear from one of your peers about their experience with Ameritas through the years.

Presenter: Anthony DiPaola

 

Break

 

Resources and Rich History

We will watch a brief video on the history of Ameritas, and then we will be joined by department leaders of your home office resource teams. You will hear about the value their teams provide and how you can best use them.

 

Expert Teams

Presenters: Jacob Messick, Director, Advanced Planning

Kristi Buresh, Manager, Internal Sales

Katie Cook, Manager Internal Sales

Beth Goldsmith, 2VP, Practice Management and Development

 

Your Why: Sharing what matters most

In this breakout session, the spotlight is on you. Guided by our Transition Consultants, you’ll have the opportunity to reflect on and share your own story. Connect with peers, uncover shared experiences and start envisioning your next chapter with greater clarity.

 

Facilitators: Becky Haase, Manager, Transition

Kendra Orth, Lead Transition Consultant

Holly Woods, Lead Transition Consultant

 

Wrap Up

This time will be used to wrap up our Day and get you prepared for what’s coming next.

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

 

Day 2: Jan. 22, – 11 a.m. ET

 

Life and DI Product Round Robin

This session provides a high-level overview of our life and disability income insurance products. You will hear how our wide product suite can meet the varying needs of your clients as well as standout features in the industry.

Presenters: Tara Borden, Internal Wholesaler
Todd Goens, Regional Sales Manager

 

Break

 

Annuities Overview

In this session, you will receive an overview of the Ameritas annuity products and their unique features and available options.

Presenter: Cindi Laing, Internal Wholesaler

 

Running an Illustration

This learning session will guide you through the basics of running an illustration in our online portal, Producer Workbench.

Presenter: Chris Frerichs, Internal Wholesaler

 

eApply Entry and Submission

This interactive session will show you how to take your created illustrations and place them into our electronic application system, eApply for submission to new business.

Presenter: Savonni Trujillo, Internal Wholesaler

 

 

Day 3: January 27, – 11 a.m. ET

 

Underwriting Best Practices

This session will help make the underwriting process accessible and easy. The focus will be on best practices, underwriting programs and how the underwriting department can work with you.

Presenters: Keith Beckman, Managing Director, Individual Life Underwriting

Paul Zimmerman, Vice President and Chief Individual Underwriting Officer, DI Underwriting

 

Break

 

New Business Top Tips

This interactive session will shed light on the new business process, tips for accuracy and efficiency as well as explore the different application types.

Presenter: Carrie Symon, Manager, New Business

 

 

Day 4: Jan. 29, – 11 a.m. ET

 

Advanced Planning

The advanced planning team, with a wealth of experience, education and excitement, has a unique level of support and strategies available to you and your clients. Experience what advanced planning means to Ameritas.

Presenter: Troy Branch, 2VP, Advanced Solutions

 

Break

 

Intro to Edu.Ameritas.com

Your courses on your time. Take control of your learning with our learning management system, Ameritas EDU. We will explore this system and show you how easy it is to enroll in courses and navigate your access.

Presenter: Jennifer Osterman, Lead Sales Training and Education Specialist

 

Spotlight on AIC, AAS and ALIC:

Learn about our transition support, technology platforms and affiliation options for our broker-dealer and for those not affiliated with our broker-dealer to discuss best practices for onboarding to a new organization.

Facilitators: Gary Rialti, Wealth Management Services, Advisory Consultant

Kristen Sanders, Wealth Management Services Advisory Consultant

 

Breakout – Best Practices for Onboarding

Facilitators: Becky Haase, Manager, Transition and Onboarding

Kendra Orth, Lead Transition Consultant

Holly Woods, Lead Transition Consultant

 

 

 

 

Day 5: Feb. 3, – 11 a.m. ET

 

Practice Management Advantage

This session will highlight how the practice management team can play a role in supporting your practice. We will review the eight primary areas of consultation along with the valuable resources available to you. This team is here to help you grow your business, build a profitable practice, and deliver an amazing client experience. Working with you on your business, not in it.

Presenter: Jon Geier, Practice Management Consultant

Jason Torske, Practice Management Consultant

 

Break

 

In-person Conference Opportunities

In this session, we will go over what opportunities are available for conference attendance throughout the year.

Presenter: Jon Geier, Practice Management Consultant

 

Practice Management Breakout Session

Review the eight primary areas of consultation available to you and share your practice management needs with your regional practice consultants.

Presenters: Jon Geier, Practice Management Consultant

Jason Torske, Practice Management Consultant

 

Investing in your Success

Your courses on your time. Take control of your learning with our learning management system, Ameritas EDU. We will explore this system as well as the many ways in which Ameritas provides for your continued education and growth after school is complete.

 

Presenter: Brent Bahl, Lead Sales Training and Education Specialist

 

 

 

 

 

Day 6: Feb. 5, – 11 a.m. ET

 

Retirement Plans

Resources, options and support galore. You can meet the financial needs of your client with the help from the Ameritas retirement plans division.

Presenter: Andrew Gunning, Director, Business Development, RP Business Development

 

Exploring Our Custom Portal

This session will review our online agent portal, Producer Workbench. We will review the resources and technology tools available. You will leave this session feeling more confident and aware of all that Ameritas has to offer.

Presenter: Tara Borden, Internal Wholesaler

 

Break

 

The Power of Mutuality and our Products

Kelly will kick off this day of learning by sharing the power of mutuality and our products at Ameritas.

Presenter: Kelly Halverson, SVP, Chief Actuary and Underwriting

 

Sales Development Coffee Talk

This breakout session will allow you to spend intimate and valuable time with your dedicated internal wholesalers. During this breakout, you will discuss sessions from earlier in the school and ways you plan to implement this gained knowledge.

Facilitators: Tara Borden, Internal Wholesaler

Cindi Laing, Internal Wholesaler

Andrew Wingender, Internal Wholesaler

Mark Oliver, Internal Wholesaler

Savonni Trujillo, Internal Wholesaler

Jade Brill, Internal Wholesaler

Chris Frerichs, Internal Wholesaler

 

From Insight to Action: Your Reflection and Next Steps

As we close our time together, we invite you to pause, reflect and consider what you have gained from this experience. We will come together for an open share-out to celebrate what’s resonated most and what actions you plan to take moving forward.

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist

 

Wrap up and Goodbye

In this final session of Virtual Ameritas Immersion, we will wrap up and say goodbye.

Facilitator: Brent Bahl, Lead Sales Training and Education Specialist