Jim Schulz Joins Ameritas to Lead the Retirement Plans Business
June 1, 2010//Lincoln, Neb.// Jim Schulz was elected senior vice president – retirement plans for Ameritas Life Insurance Corp. and The Union Central Life Insurance Company, effective June 1. In his new role, Schulz will be responsible for managing sales, product development, administration and service for the Retirement Plans business.
Schulz brings 30-plus years of field experience to his new position. Prior to joining Ameritas, he was president of Midlands Financial Benefits, Lincoln, Neb. His career began at Bankers Life Nebraska (Ameritas) in 1972 in actuarial, and also worked in group insurance and pension administration. He left the company to join Midlands Financial in 1979.
Schulz attended the University of Nebraska – Lincoln, where he studied business administration with an emphasis in actuarial science. He holds the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He also holds the FINRA Series 7, 24, 51, 53 and 63 securities licenses. Schulz also is a registered representative with Ameritas Investment Corp. (AIC) and a licensed insurance consultant.
Active in business and community involvement, Schulz served on the state association board of directors and as past president of the Lincoln association of the National Association of Insurance and Financial Advisors (NAIFA). He is a Life and Qualifying Member of Million Dollar Round Table (MDRT), a member of the National Association of Health Underwriters (NAHU), Society of Financial Service Professionals, Lincoln Estate Planning Council, Lincoln Chamber of Commerce, Cornhusker Better Business Bureau, vice chairman of the board of directors for Madonna Rehabilitation Hospital and serves on Wilber Co. Bank Holding Company board of directors.
Securities and investment advisory services are offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC is not affiliated with Midlands Financial Benefits.
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