Your Partner of Choice to Accelerate Growth
Recent AmeriLife Partnership Announcements
AmeriLife Expands Wealth Distribution Portfolio with Acquisition of WerksGroup
Partnership expands AmeriLife’s Wealth Distribution platform portfolio of companies serving federal employees with life insurance and annuity products CLEARWATER, Fla. and DALLAS – July 1, 2024 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing,...
Hoffman Financial Group Joins Forces with AmeriLife’s Brookstone Capital Management
Leading full-service financial planning firm poised to deliver even more retirement dreams through deeper and more expansive partnership CLEARWATER, Fla., CHICAGO and ATLANTA – June 17, 2024 – Brookstone Capital Management (“Brookstone”), a leading, SEC-Registered...
AmeriLife’s HIPE Financial Welcomes Legacy Senior Benefit to Amplify Value Within the Final Expense Marketplace
Expanded partnership unifies two top-performing firms under the ORCA Life banner and adds to the growth of AmeriLife’s dynamic Health Distribution platform CLEARWATER, Fla. and LOUISVILLE, Ky. – June 12, 2024 – HIPE Financial, an ORCA Life company and an affiliate...
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AmeriLife’s partnership approach is
unique in the industry:
Culture First Approach
- Over nearly 100 new partners have joined the AmeriLife family within the past 5 years
- Alignment of core values and leadership a top priority
Retained Upside
- Transaction structure that allows seller to preserve minority interest in his/her entity, which creates significant upside in successful partnership
Partner Integration Resources
- Access to best in class technologies for leads management, CRM, reporting, enrollment and employee benefits administration
- Back-office infrastructure, including IT, cybersecurity, accounting, human resources, compliance, legal and more
Access to Deep, Holistic Product Portfolio
- Access to AmeriLife’s premier carrier partnerships, industry-leading contracts, and competitive proprietary products
- Ability to deliver to clients through multiple channels
Focus on Business Growth
- Capital resources to help execute your M&A strategy
- Cross-selling opportunities
- Access to a robust marketing toolkit
Investment in the Future
- Succession planning for when the time is right
- Professional development opportunities for your employees and company leadership
- Profit sharing program for all employees
At AmeriLife, our mission is to provide your agents and advisors with the health and wealth solutions they need to deliver peace of mind and help their clients live longer, healthier lives.
Mike Tobitsch
Head of Corporate Development
Paul Hoffman
Vice President of Corporate Development
Alex
Hyer
Vice President of Corporate Development
Jason
Levy
Corporate Development Manager
Victoria Lucas
Corporate Development Manager
Lauren Pacifico
Corporate Development Manager
Laurel Jones
Corporate Development Associate
Michael Ogden
Corporate Development Associate
Please feel free to contact a member of our Corporate Development Team directly!
Core values and culture are critical to us when considering a partnership. Take a look below at what AmeriLife does in the community, and for our employees, to demonstrate our commitment to improving the lives of our clients, employees and our affiliate partners.



