Ameritas
4 Case Studies
A Ameritas Case Study
The Porter family, owners of a sixth-generation potato farm, faced a challenge in achieving work-life balance while managing the farm and a career in healthcare. To navigate the financial risk of a career transition, they sought help from their financial professional, Bryan Thompson of Thompson Financial Group, who recommended life and disability income insurance from Ameritas.
Ameritas provided the insurance products that formed a key part of a dynamic financial strategy. This solution minimized risk for the farm's assets, allowed Billie Porter to join the farm business full-time as its administrative director, and enabled the family to better focus on raising their children while protecting their financial future.