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Breakaway Wealth helps inspire, motivate and equip unconventional business owners, investors and wealth builders to break out from the herd and build wealth on our own terms. Through insightful conversations around infinite banking, investing, funding and unconventional deal-making, we'll unlock the secrets to abundance, spot overlooked opportunities and make quantum leaps forward - building wealth faster than most dream possible.

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  2. Kelly Halverson: Life Insurance - Behind the Scenes

Kelly Halverson: Life Insurance - Behind the Scenes

Apr 27, 2021

Join Jim Oliver as he welcomes Kelly Halverson, Vice President and Actuary – Individual Product Development of Ameritas Life Insurance Corp. Kelly Halverson leads the life and annuity product development teams at Ameritas; this role sets the strategic direction for the product portfolio. He also leads the competitive intelligence and benchmarking team.

Since joining Ameritas in 2012, Kelly has been a frequent presenter at Ameritas sponsored events and has been active in monitoring regulatory changes impacting the life insurance market as well as defining the Ameritas response to those changes.

In this Episode: 

Kelly explains how insurance contracts work, how an actuary thinks, and how companies position themselves for the future to protect you and your assets.