CLEARWATER, FL — May 1, 2017 — AmeriLife Financial Advisors LLC, a subsidiary of AmeriLife Group, LLC, a national leader in developing, marketing and distributing annuity, life and health insurance solutions, selects AssetMark, Inc., a leading provider of innovative investment and consulting solutions serving financial advisors, to provide its distribution with access to AssetMark’s curated platform. The alignment will expand AmeriLife Financial Advisors’ offering to consumers in need of low-cost solutions and holistic wealth planning.
“AmeriLife and AmeriLife Financial Advisors are well-positioned and prepared to be agents’ first-choice Financial Institution with the tools available to transfer managed money on our platform from such a distinguished provider as AssetMark,” said AmeriLife CEO Scott R. Perry.
“We are proud to help AmeriLife Financial Advisors increase their offerings to address the growing need for low-cost investment products,” said Michael Kim, EVP National Sales and Consulting Leader at AssetMark. “AmeriLife has a long, proven history of empowering insurance and finance professionals with an evolving marketplace of products. We’re excited to be a part of this next step in their evolution by providing access to leading investment strategists and fee-only products that will support holistic financial planning focused on the needs of investors,” said Kim.
AmeriLife Financial Advisors, headquartered in Clearwater, Fla., positions independent agents for continued success and outstanding client service with the addition of AssetMark’s curated investment platform and over 20 years of experience providing rigorous due-diligence and service to financial advisors.
About AssetMark, Inc.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisors. The firm provides investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. AssetMark, Inc., including its Savos and Aris divisions, has more than $34 billion in assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow @AssetMark on Twitter.
AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of Americans. Leveraging a national distribution network of over 100,000 insurance agents and brokers via nearly 20 marketing organizations, and 50 insurance agency locations, AmeriLife, and its more than 75 insurance carrier partners, offers value and quality to the insurance industry and its customers. For more information, visit www.amerilife.com and follow @amerilife on Twitter and LinkedIn.