Ameritas Life Insurance Company

Overview

Ameritas Life Insurance Company is a mutual insurance company headquartered in Lincoln, Nebraska, offering a comprehensive suite of financial products and services. These include life insurance, annuities, individual disability income insurance, group benefits such as dental, vision, and hearing care insurance, retirement plan services, and public finance services. The company serves individuals, families, and businesses, emphasizing long-term financial security and customer-centric solutions. As a mutual-based organization, Ameritas prioritizes the interests of its policyholders over external shareholders, focusing on sustainable growth and financial strength. This structure enables the company to make decisions that benefit its customers, ensuring stability and reliability in its offerings. Ameritas is committed to fulfilling life by providing financial strategies that help customers plan and protect their financial futures. Ameritas has demonstrated strong financial performance, with assets totaling $32.4 billion, capital and surplus of $2.2 billion, and revenues of $5.3 billion as of December 31, 2025. The company has received high ratings from independent agencies, including an A+ (Strong) rating from Standard & Poor’s and an A (Excellent) rating from AM Best, reflecting its financial strength and ability to meet ongoing insurance policy and contract obligations. These ratings are current as of the dates indicated and are subject to change. Ameritas is dedicated to community involvement, investing in nonprofit organizations through donations and volunteerism. In 2025, the company and its charitable foundation invested more than $1.7 million in over 500 nonprofit organizations nationwide, supporting causes that contribute to stronger and more vibrant communities. This commitment underscores Ameritas's mission to help customers, employees, and associates plan and protect their financial futures, fostering a fulfilling life for all stakeholders.

Investment Focus

• Focus on financial products and services
• Preference for investments in the United States
• Interest in sectors such as financial services, insurance, employee benefits, healthcare, real estate, technology, consumer goods, energy, telecommunications, utilities, transportation, materials, industrials, consumer services, and financials

Portfolio Companies