AmeriLife Group

AmeriLife Group is a prominent U.S.-based company focused on developing, marketing, and distributing annuity, life, and health insurance solutions. They collaborate with leading insurance carriers to offer consumers quality products tailored to protect their health and retirement needs. AmeriLife's success is marked by consistent growth in expansion, sales, and profits, driven by its innovative approach and strategic partnerships.

James Quinn

CFO

9 past transactions

Crump Life Insurance Services

Acquisition in 2025
Crump Life Insurance Services is a prominent distributor and service provider specializing in insurance and retirement products. The company offers wholesale insurance brokerage services aimed at marketing a wide range of insurance products, including traditional and variable life insurance, long-term care, disability insurance, and annuities. Crump Life Insurance Services supports its clients by providing advanced sales and underwriting services, as well as comprehensive back-office support. This enables high net worth life insurance producers to access unparalleled services tailored to their specific needs. The company's focus on delivering exceptional service and expertise positions it as a key player in the insurance brokerage sector.

TruChoice Financial Group

Acquisition in 2022
TruChoice Financial Group is a provider of marketing and business support services tailored for the financial services industry. The company focuses on collaborating with life and annuities agencies to enhance their marketing efforts and operational efficiency. By integrating both digital and traditional marketing strategies, TruChoice Financial aims to help its clients achieve their financial goals effectively. Through its specialized services, the company seeks to empower financial agencies to thrive in a competitive marketplace.

Saybrus Partners

Acquisition in 2021
Saybrus Partners is an insurance agency that specializes in life insurance consulting services and the provision of life insurance and annuity products. The company focuses on offering basic protection, retirement planning, estate planning, and business planning solutions. It provides a comprehensive range of distribution capabilities, including assisted sales, traditional wholesaling, new business operations, and custom product design. By collaborating with institutional financial advisories, insurance retailers, banks, brokers, and dealers, Saybrus Partners aims to enhance financial security and flexibility for families and businesses.

Your Family Bank

Acquisition in 2021
Your Family Bank is a financial services provider focused on educating clients about effective strategies for eliminating debt and achieving financial milestones. The company caters to clients of all ages, guiding them on a path to reduce debt and interest that hinders financial growth. Through its comprehensive business and financial planning services, Your Family Bank empowers individuals to take control of their finances, offering solutions to minimize taxes and enhance retirement savings. The firm's commitment to financial education aims to foster a predictable journey toward financial freedom for its clients.

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 specializing in a range of policies including term life, universal life, disability income, long-term care, and survivorship insurance. The company primarily targets physicians and attorneys across the United States, utilizing direct mail marketing to promote its insurance products and services. By partnering with major insurance carriers, Insurance 360 aims to deliver comprehensive insurance solutions tailored to the specific needs of its clientele.

DFS Marketing

Acquisition in 2021
DFS Marketing is an independent insurance marketing organization that specializes in wholesaling fixed index annuities for various insurance companies. The firm provides tailored marketing services to finance professionals and insurance agents, focusing on enhancing their sales performance. Through a comprehensive sales training platform, DFS Marketing equips independent agents with the skills and knowledge necessary to effectively distribute fixed index annuities, primarily targeting pre-retirees, baby boomers, and seniors. This strategic approach enables agents to expand their business and better serve their clients in the insurance market.

Senior Market Advisors

Acquisition in 2021
Senior Market Advisors is a field marketing organization (FMO) that serves as a growth partner for independent insurance agencies. The company specializes in providing sales tools designed specifically for insurance agents, focusing on areas such as e-Contracting and the customization of marketing materials, including flyers, posters, and mailers. By offering these resources, Senior Market Advisors aims to enhance the operational capabilities of insurance agencies, facilitating their growth and efficiency in a competitive market.

The Achievement Group

Acquisition in 2020
The Achievement Group, Inc. is a brokerage firm based in Des Moines, Iowa, specializing in annuity and life insurance brokerage and advisory services. Founded in 1994, the company works closely with financial institutions, insurance agencies, and professionals to enhance their service offerings and optimize performance for their clients, particularly pre-retirees and retirees. The Achievement Group provides personalized support, product selection, and customer care, helping agencies and agents develop effective solutions tailored to their clients' needs. As of September 2020, it operates as a subsidiary of AmeriLife Group, LLC.
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