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 Group
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 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.
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 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 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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at
support@teaserclub.com. Your feedback is most welcome.