AmeriLife Group

AmeriLife is a leading provider of insurance services in the United States, focusing on life and health insurance, annuities, and retirement planning. With a network comprising over 45 marketing organizations and agencies, the company collaborates with more than 100,000 independent insurance agents from California to the Carolinas. AmeriLife's commitment to innovation and strategic vision has driven significant growth, resulting in increased production, sales, and profits in recent years. The company aims to help individuals and families achieve longer, healthier, and more secure lives through its comprehensive insurance solutions.

James Quinn

CFO

6 past transactions

Saybrus Partners

Acquisition in 2021
Provider of life insurance and annuity services intended for basic protection, retirement, estate and business planning. The company offers a complete set of distribution capabilities including assisted sales, traditional wholesaling, new business operations and custom product design, thereby helping institutional financial advisories, insurance retailers, banks, brokers and dealers to create financial security and flexibility for families and businesses.

Your Family Bank

Acquisition in 2021
Your Family Bank focuses on educating clients about effective strategies for eliminating debt and achieving financial milestones. The company serves individuals of all ages, guiding them towards financial freedom by addressing issues such as debt reduction, tax optimization, and retirement savings protection. Through its financial services, Your Family Bank aims to empower clients with unique methods that not only help them escape the burdens of debt but also foster a secure financial future.

Insurance 360

Acquisition in 2021
Insurance 360 is an insurance provider that specializes in a range of policies, including term life, universal life, disability income, long-term care, and survivorship insurance. The company partners with major insurance carriers to deliver comprehensive insurance solutions. It primarily targets physicians and attorneys across the United States through direct mail marketing, effectively promoting its term life insurance products and services. By focusing on these professional groups, Insurance 360 aims to address the specific insurance needs of its clientele.

DFS Marketing

Acquisition in 2021
DFS Marketing is an independent insurance marketing organization that specializes in the wholesale distribution of fixed index annuities. Catering primarily to finance professionals and insurance agents, the company offers a comprehensive sales training platform designed to enhance the sales performance of independent agents. By focusing on pre-retirees, baby boomers, and seniors, DFS Marketing helps these agents effectively grow their business and meet the financial needs of their clients. Through its services, the company aims to facilitate the successful distribution of fixed index annuities, contributing to the overall success of its partners in the insurance industry.

Senior Market Advisors

Acquisition in 2021
Senior Market Advisors develops sales tools and practices to ensure financial success and increase enrollments for an agency. The company provides the tools to gain that edge when selling annuities, long-term care, and life insurance.

The Achievement Group

Acquisition in 2020
The Achievement Group, Inc. is a brokerage firm specializing in annuity and life insurance services. Founded in 1994 and headquartered in Des Moines, Iowa, the company offers advisory services aimed at helping agencies and agents implement effective financial solutions. As of September 2020, The Achievement Group operates as a subsidiary of AmeriLife Group, LLC, enhancing its capacity to serve clients in the insurance market.
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