Partnership expands comprehensive retirement income planning solutions and national advisor recruiting and training platform while strengthening client-centric values
CLEARWATER, Fla. – August 20, 2024 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced today that it has partnered with the Peak group of companies, which include a comprehensive retirement income planning company, Peak Financial Freedom Group; an insurance distribution company, PFFG Insurance Agency; and a registered investment advisor (RIA), Fiduciary Solutions. Per the agreement, the terms of the deal were not disclosed.
Based in Roseville, California, Peak Financial is renowned for its comprehensive written retirement income plans, wealth management services, and unwavering dedication to customer care and success. In addition, they have worked with TruChoice Financial, an AmeriLife subsidiary, helping other financial professionals across the US increase their production by 40%.
Peak Financial Freedom Group CEO Jim Files and President Dan Ahmad are enthusiastic about the partnership, stating, “Joining forces with AmeriLife represents a pivotal step forward in our mission to empower clients with holistic financial strategies. We are committed to this partnership and its remarkable benefits for our customers, AmeriLife’s Wealth Distribution platform, and its growing affiliate-partner program.”
As Peak Financial Freedom Group brings a strong focus on marketing through seminars, client events, a radio talk show, and a multi-episode TV show to AmeriLife’s growing Wealth Distribution organization, the group is committed to fostering an environment of continuous learning and professional development programming, emphasizing a shared commitment to excellence in financial and wealth advisory services. With unfettered access to AmeriLife’s leading distribution platform, services, and resources, the company is poised to accelerate its impressive growth while serving more clients.
“What Jim and Dan have created and nurtured with the Peak Group serves as an exemplary partnership model, offering world-class levels of customer service and relationship-building philosophies that have uniquely positioned the company above and beyond market competitors,” said Mike Vietri, Chief Distribution Officer of AmeriLife Wealth Group. “This partnership will allow us to expand our service offerings while elevating our commitment to offer superior consumer satisfaction to deliver even more value to our clients.”
