AmeriLife

AmeriLife is a prominent provider of insurance services in the United States, focusing on the development, marketing, and distribution of life and health insurance, annuities, and retirement planning solutions. The company aims to address the health and retirement needs of private individuals and families, enabling them to lead longer, healthier, and more secure lives. AmeriLife has achieved significant growth through innovative practices and strategic partnerships with leading insurance carriers, enhancing the value and quality of its offerings to customers.

James Quinn

CFO

9 past transactions

Crump Life Insurance Services

Acquisition in 2025
Crump Life Insurance Services operates as a distributor and service provider of various insurance and retirement products. It specializes in wholesale insurance brokerage services, facilitating the marketing and distribution of traditional and variable life insurance, long-term care, disability, and annuity products. The company offers comprehensive sales and back-office support, catering to the needs of high net worth life insurance producers. Crump Life Insurance Services is recognized for its advanced sales and underwriting services, which enhance the capabilities of its clients in navigating the complexities of the insurance market.

TruChoice Financial

Acquisition in 2022
TruChoice Financial is a provider of field marketing services specifically aimed at the financial services industry. The company specializes in collaborating with life and annuities agencies to deliver marketing and business support, enabling clients to meet their financial objectives. By integrating both digital and traditional marketing strategies, TruChoice Financial helps its partners enhance their outreach and effectiveness in a competitive market.

Saybrus Partners

Acquisition in 2021
Saybrus Partners is an insurance agency that specializes in life insurance and annuity services aimed at basic protection, retirement, estate planning, and business planning. The company provides a comprehensive range of distribution capabilities, including assisted sales, traditional wholesaling, new business operations, and custom product design. By serving institutional financial advisors, insurance retailers, banks, brokers, and dealers, Saybrus Partners aids in creating financial security and flexibility for both families and businesses.

Your Family Bank

Acquisition in 2021
Your Family Bank's passion is to educate clients on strategies to eliminate debt and plan for all of life's financial milestones. Your Family Bank works with clients of every age to put them on a path to eliminate debt and interest that is working against them, and show them how they can use unique strategies to put them on a predictable path to financial freedom.

Maximum Senior Benefits

Acquisition in 2021
Provider of Medicare and Final Expense insurance intended to serve the underserved generation of people. The company offers services to cover final expenses and benefits, thereby enabling seniors to covers the costly, stressful financial decisions for their estate.

Insurance 360

Acquisition in 2021
Insurance 360 is an insurance provider that offers term life, universal life, disability income, long-term care, and survivorship insurance policies from major insurance carriers. Insurance 360 focuses on direct mail marketing, advertising term life insurance products and services to physicians and attorneys throughout the country.

DFS Marketing

Acquisition in 2021
DFS Marketing is an independent insurance marketing organization and we wholesale fixed index annuities for the insurance companies in the world.

Senior Market Advisors

Acquisition in 2021
Senior Market Advisors is a field marketing organization (FMO) that focuses on scaling independent insurance agencies. The company develops specialized sales tools for insurance agents, particularly in the area of e-Contracting. These tools enable agents to customize various marketing materials, including flyers, posters, and mailers, as well as providing training resources. By offering these services, Senior Market Advisors aims to enhance the operational efficiency and marketing capabilities of independent insurance agencies, fostering their growth in a competitive market.

The Achievement Group

Acquisition in 2020
The Achievement Group, Inc., established in 1994 and located in Des Moines, Iowa, specializes in annuity and life insurance brokerage and advisory services. As a subsidiary of AmeriLife Group, LLC, the company provides comprehensive support to financial institutions, insurance agencies, and professionals, enabling them to enhance their offerings and better serve pre-retirees and retirees. The Achievement Group focuses on personalized service, product selection, and customer care, helping clients to optimize their performance and meet the diverse needs of their clientele. Through its depth of expertise, the company aims to deliver effective solutions that improve outcomes for both agencies and their customers.
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