Page 5 - 2015 Ameritas Annual Report

Delivering on Customer Expectations
Growing to more than $87 4 billion of life insurance
in force, our individual division welcomed nearly 28,000 new customers in 2015, helping to protect them against the uncertainties of life while providing peace of mind through the purchase of a life or disability income insurance policy or annuity contract The retirement plans division recorded $4 6 billion in assets under management and implemented a new state-of-the-art recordkeeping platform designed
to enable our retirement plan sponsors and plan participants convenient 24-hour connectivity to
their comprehensive plan summaries and market information The group division delivered dental, vision and hearing care insurance to 6 4 million people across the U S , exceeding $1 1 billion in annualized premium and premium equivalent Assets under management at Ameritas Investment Corp reached $4 4 billion as individuals and families turned to our professional team of advisors for their diverse investment needs
One of the nation’s leading responsible investing rms, Calvert Investments, Inc manages over $12 0 billion in client assets and continued to expand its offerings by introducing the Calvert Responsible Index series – a family of strong sustainability-focused funds with market leading performance potential Under the watchful guidance of Ameritas Investment Partners, Inc , our company’s highly diversi ed investment portfolio grew 7 9 percent in 2015 to $15 5 billion while maintaining a strong liquidity position and above industry average surplus levels
Positioning for the Future
In our quest toward bringing our ful lling life commitment to more people nationwide, we have begun the integration of a new strategic plan centered around three core fundamental objectives: customer focus, distribution excellence and nancial health This plan ignites a renewed commitment to leverage our ample resources – people, products and capital – toward the long-term sustainable growth of Ameritas
The success generated under our new strategic plan has already begun to build momentum We closed on two blocks of primarily whole life policies acquired in late 2015 and opened our new Kansas City of ce as part of a regional expansion of the Ameritas Investment Corp public nance and capital markets operation We continue to invest in new technologies and made a number of organizational enhancements to remain proactively responsive to the ever-changing needs of our customers Collectively, these and
other actions we’ve taken serve as testament to the strategic resolve of our company and mark the beginning of a new era in our second century of service
The hallmark of our ability to deliver on the promises we’ve made to customers generation after generation lies in the unwavering commitment of the people who comprise the Ameritas family From the dedication of our talented associates and professional distribution partners to the vision and leadership of our board of directors and management, we continuously strive
to help our customers enjoy life at its very best by helping put worry behind and a brighter future ahead We’re con dent in our ability to serve the unique individual needs of our customers and honored by the continued loyalty and trust you place in us We’re proud to be in the business of ful lling life and look forward to our best days ahead
JoAnn M Martin, CPA, FLMI President and Chief Executive Of cer
3