Fundz
Funding, M&A and exec moves matched to your market, from $49/mo billed annually, or $79/mo quarterly. See plans and pricing.See plans →

Ameritas Appoints Kelly Halverson As Executive Vice President

PRIVATEAug 31, 20265 days ago

Position

Executive Vice President

Company

Ameritas retirement plans

Kelly Halverson
LincolnFinancial ServicesHealth CareInsurance

Description

Kelly Halverson has been named the new executive vice president of the individual division at Ameritas, effective Sept. 1, 2026. He succeeds Ryan Beasley, who is retiring

Company Information

Company

Ameritas retirement plans

Location

Lincoln, Nebraska, United States

About

Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; and retirement plans. For more information, visit ameritas.com.

Don't miss Ameritas retirement plans's next move

Get an email the moment Ameritas retirement plans changes its leadership, hires an exec, or expands, usually minutes after it happens.

One email per event. Unsubscribe anytime.

Predictive Intelligence
Strategic

ML-powered predictions for Ameritas retirement plans's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Ameritas retirement plans changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.