AmeriLife To Acquire Saybrus Partners from Nassau Financial Group
Acquisition broadens existing strategic relationship between Nassau and AmeriLife, and significantly expands AmeriLife’s distribution capabilities. Clearwater, Fla. and Hartford, Conn. – July 27, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in...
AmeriLife Partners with Your Family Bank
Acquisition highlights AmeriLife’s continued commitment to expanding and enhancing its agency distribution model. Clearwater, Fla. – July 23, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life, and...
Brad Shelton Joins AmeriLife as SVP, Product Innovation
Shelton brings extensive operations-management, business-development and financial-planning expertise to new role. Clearwater, FL – July 21, 2021 -- AmeriLife Group, LLC (“AmeriLife"), a national leader in developing, marketing, and distributing annuity, life and...
Greg Etchison Joins AmeriLife as Vice President, Medicare Supplement and Specialty Health
Etchison’s role will serve to help families make the best choices for their health care needs during retirement. Clearwater, Fla. – July 8, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life and health...
AmeriLife Partners with Maximum Senior Benefits to Expand Final Expense Offerings
Latest acquisition brings robust final expense insurance training and cross-selling programs to help agents better serve their customers. Clearwater, Fla. – June 29, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and...
Rhonda Fenner joins AmeriLife as Senior Vice President, Operations Transformation
Insurance and financial industry veteran brings hands-on experience in operations, business strategy and development, product design and delivery, and customer and advisor experience. Clearwater, Fla. – June 4, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national...
AmeriLife® Announces 2020 Premier Carrier Program Inductees
Program strengthens key relationships between AmeriLife Distribution divisions and Top-Tier Carriers. Clearwater, Fla. — May 13, 2021 — AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life, and health insurance...
AmeriLife Welcomes Bob Yates as Vice President, Distribution, Analytics and Data
Focus Will Be on Setting Company’s Direction for Market and Competitive Analysis. Clearwater, Fla. – May 12, 2021 – AmeriLife Group, LLC (“AmeriLife"), a national leader in developing, marketing, and distributing annuity, life, and health insurance solutions, has...
Mark Springett joins AmeriLife as Senior Vice President, Enterprise Data and Analytics
Twenty-five-year insurance industry veteran brings hands-on experience in data and analytics, leading data science, data, BI and IT teams. Clearwater, Fla. – May 4, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing...
AmeriLife Promotes Kelly Atkinson to Senior Vice President, Brand Management & Creative Services
Fifteen-year marketing veteran will continue to lend her expertise to core operations while spearheading a service-oriented, marketing account management team. Clearwater, Fla. – April 16, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing,...
AmeriLife Names David Paul National Sales Director, Simplified Issue Life
New role will focus on elevating final expense and simplified issue life sales. Clearwater, Fla. – March 25, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life and health insurance solutions, has...
AmeriLife Announces SVP of Strategy and Innovation
Galya Appell to help evolve the company’s growth strategy in a constantly changing market. Clearwater, Fla. – March 17, 2021 – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life, health insurance and...
AmeriLife® Acquires DFS Marketing
Partnership will enhance AmeriLife’s annuity distribution capabilities. Clearwater, Fla. — March 2, 2021 — AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life, and health insurance solutions, has acquired DFS...
AmeriLife® Announces Chief of Staff for Executive Team
Alex Lewis to Enhance Efficiencies at the Company’s Highest Level. Clearwater, Fla. — Feb. 17, 2021 — AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life, and health insurance solutions, has appointed Alex...
AmeriLife® Adds Insurance Professional to Executive Team
Kiersten Burstiner joins company as Chief Human Resources Officer. Clearwater, Fla. — Feb. 11, 2021 — AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life, and health insurance solutions, announced that...
New Year Brings Changes for The Equita Group
CEO Eric Brennan Names Chase Urich as New President of Equita Final Expenses Services.Richardson, Texas – February 10, 2021 – Eric Brennan, CEO of The Equita Group – an affiliate of AmeriLife Group, LLC (“AmeriLife”) – has announced key leadership changes affecting...
Nationwide Launches the Nationwide Peak 10® Fixed Indexed Annuity with New Development and Distribution Partner AmeriLife®
Key Differentiators Include Two Exclusive New Indexes and Two Options for Guaranteed Lifetime Income. Columbus, OH—January 22, 2021—Nationwide, a financially strong and diversified, Fortune 100 insurance and financial services company, announces the launch of the...
AmeriLife® and Senior Market Advisors Join Forces to Redefine and Innovate Insurance Distribution
The strategic partnership allows the companies to better serve their employees, partners, and communities. Clearwater, Fla. — Jan. 14, 2021 — AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing annuity, life, and health...
Pinnacle Joins Forces with Crowe and Associates to Accelerate Growth in Serving Medicare Market
AmeriLife Partnership Helps Pinnacle Expand Presence within the Northeast. Clearwater, Fla. – January 12, 2021 ‒ Pinnacle Financial Services (Pinnacle), one of the largest full-service health, life, annuity and long-term care national marketing organizations, today...
AmeriLife® Names Andrew Sheen SVP of Business Development and Integration
Veteran insurance-industry expert to support the company’s rapid growth. Clearwater, Fla. – January 6, 2021 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, announced today Andrew “Andy”...
AmeriLife® Partners with Senior Resource Group
Acquisitions of Senior Family Services and Right Choice also part of the deal. Clearwater, Fla. – December 11, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, announced today it has...
Creative Financial Network Attracts Interest and Enters into Partnership with Private Equity-Owned Insurance Distribution Company
Company’s commitment to its clients and advisors remains the same; partnership to fuel growth and resources. Clearwater, Fla. – December 1, 2020 ‒ Creative Financial Network announced that it has entered into a partnership with AmeriLife, a private equity-owned...
AmeriLife® Acquires American Benefits Exchange
Partnership Will Expand AmeriLife Distribution Capabilities. Clearwater, Fla. – November 18, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, announced today it has acquired American...
AmeriLife® Acquires Forward Strategies Insurance Brokerage
Partnership strengthens growing need for agent support. Clearwater, Fla. – November 5, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, has acquired Forward Strategies Insurance...
AmeriLife® Expands Final Expense Platform and Call Center Capabilities with Acquisition of The Equita Group
Clearwater, Fla. – October 15, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, has partnered with The Equita Group, formally known as Equita Financial and Insurance Services. “The...
AmeriLife® Expands Third-Party Administration Capabilities with Secure Administrative Solutions Acquisition
AmeriLife Acquires SAS from A-CAP, While Growing Strategic Partnership Clearwater, Fla. – October 6, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, has acquired Secure Administrative...
AmeriLife® Welcomes Ovidio Vitas as Chief Marketing Officer
Executive Team Strengthened to Meet the Company’s Accelerated Growth Clearwater, Fla. – October 1, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, today announces the expansion of its...
AmeriLife® Enhances Direct-to-Consumer Platform with Acquisition of Senior Healthcare Direct
Clearwater, Fla. – September 29, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, has partnered with the fast-growing, direct-to-consumer brand, Senior Healthcare Direct (Bache LLC)....
AmeriLife® Expands Retirement Planning Services with Acquisition of The Achievement Group (TAG)
Clearwater, Fla. – September 23, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, has acquired a majority interest in The Achievement Group (TAG). TAG a leading annuity and life...
AmeriLife® Welcomes Tim Calvert as Chief Operating Officer
Executive Leadership Team Expands in Response to Rapid Growth Clearwater, Fla. – September 1, 2020 ‒ In response to its rapid growth and expansion, AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement...
A-CAP and AmeriLife Launch New Fixed Indexed Annuity Linked to the Credit Suisse Momentum Index
NEW YORK – August 31, 2020 – A-CAP and AmeriLife today announced the launch of the Accumulation Protector Plus℠ (“APP”) Annuity, a 10-year fixed indexed annuity. The APP Annuity is the latest addition to the industry-leading product lines of A-CAP’s two insurance...
AmeriLife® Names Barbara Stewart President of AmeriLife Benefits
Clearwater, Fla. ̶ August 20, 2020 ̶ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, today announced Barbara S. Stewart as President of AmeriLife Benefits, based in Overland Park, Kan....
AmeriLife® Announces its Partnership with FormulaFolios and Merging it into Brookstone Capital Management
AmeriLife Continues its Mission of Becoming a Life & Health Insurance, Investment and Retirement Planning Powerhouse for Advisors and Agents Nationwide Clearwater, Fla. – July 15, 2020 – AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and...
AmeriLife® Announces Nick Hildenbrand as Principal of AmeriLife Marketing Group
Clearwater, Fla. – June 4, 2020 – AmeriLife Group, LLC (AmeriLife), the national leader in marketing and distributing life, health and retirement solutions, today announced a strategic update to support the company’s continued growth. Nick Hildenbrand has been named...
Pinnacle Financial Services Joins Forces with AmeriLife® To Serve Booming Medicare Market
Clearwater, Fla. – May 19, 2020 ‒ AmeriLife Group, LLC (AmeriLife), the national leader in marketing and distributing life, health and retirement solutions, has acquired an interest in Pinnacle Financial Services (Pinnacle), one of the largest full-service health,...
AmeriLife® Expands Medicare-Centric Services with Acquisition of Jack Schroeder & Associates
Clearwater, Fla. – April 1, 2020 ‒ AmeriLife Group, LLC (AmeriLife), the national leader in marketing and distributing life, health and retirement solutions, has acquired a majority interest in Jack Schroeder and Associates, LLC (JSA), an insurance marketing...
AmeriLife®, with Thomas H. Lee Partners, Announces Completion of Recapitalization Agreement
Clearwater, Fla. – March 19, 2020 – AmeriLife Group, LLC (“AmeriLife” or the “Company”), the national leader in marketing and distributing life, health, and retirement solutions, today announced completion of the previously announced recapitalization agreement. The...
AmeriLife® Leverages Executive Team to Capitalize on Industry Growth and Opportunities
Clearwater, Fla. – Feb. 18, 2020 – AmeriLife Group, LLC, the national leader in marketing and distributing life, health and retirement solutions, today announced a strategic update to its executive leadership team, dedicating focus to both organic growth and...
AmeriLife® Expands Retirement Planning Services with Acquisition of J.D. Mellberg Financial
Clearwater, Fla. – February 12, 2020 ‒ AmeriLife Group, LLC (“AmeriLife”), the national leader in marketing and distributing life, health and retirement solutions, has acquired a majority interest in J.D. Mellberg Financial (J.D. Mellberg), a leading annuity and...
AmeriLife® Sponsors ‘Battle of the Lawyer Bands’ to Benefit Gulfcoast Legal Services
Clearwater, Fla. – January 24, 2020 – AmeriLife Group, LLC, the national leader in marketing and distributing life, health and retirement solutions, is proud to be the “Hall of Fame” sponsor for the “Battle of the Lawyer Bands” on Thursday, Jan. 30 from 6 – 9 p.m. at...
AmeriLife® Continues Market Expansion with Stephens-Matthews Marketing Partnership
Clearwater, Fla. – January 9, 2020 – AmeriLife Group, LLC (“AmeriLife”) – the national leader in marketing and distributing life, health and retirement solutions – has partnered with Stephens-Matthews Marketing (Stephens-Matthews), a leading insurance marketing...
AmeriLife® Announces Growth Investment from Thomas H. Lee Partners to Continue Rapid Expansion
Clearwater, Fla. – January 7, 2020 – AmeriLife Group, LLC (“AmeriLife” or the “Company”), the national leader in marketing and distributing life, health, and retirement solutions, today announced that it has entered into a recapitalization agreement with an investor...
AmeriLife Partners with Wamberg Genomic Advisors
In November, it was announced that AmeriLife and Wamberg Genomic Advisors partnered to grant employees and brokers with the Cancer Guardian™ benefits starting in 2020. These benefits are the first of their kind to provide members with exceptional care during a very...
AmeriLife® Expands its Platform of Advanced Life Insurance Services with Acquisition of Agent Support Group
Clearwater, Fla. – AmeriLife Group, LLC (“AmeriLife”) – the national leader in marketing and distributing life, health and retirement solutions – has acquired a majority interest in Agent Support Group (ASG), a leading multi-company life insurance brokerage agency...
Brookstone Capital Management Expands Darryl Ronconi’s Role, Naming Him President and Chief Operating Officer
CHICAGO, Dec. 3, 2019 /PRNewswire/ -- Brookstone Capital Management ("Brookstone"), a leading SEC-registered investment advisory (RIA) firm providing fee-based asset management services, announces Darryl Ronconi as the company's new president. Ronconi will retain his...
AmeriLife Group’s Acquisition of Brookstone Capital Management Named as One of the Largest RIA M&A Deals in 2019
In July 2019, AmeriLife Group acquired a majority interest in Brookstone Capital Management (“Brookstone”), a leading SEC-Registered Investment Advisory (RIA) firm providing fee-based asset management services, creating one of the largest independent marketing and RIA...
How To Serve ‘Late Boomers’ In ‘The Age Of The Consumer’ by Mike Vietri
Mike Vietri, Chief Distribution and Marketing Officer for AmeriLife, recently wrote the article, “How To Serve ‘Late Boomers’ In ‘The Age Of The Consumer’ for Advisor News. Mike highlighted how the consumer expectations are advancing and we’re entering in “the age of...
AmeriLife Honors Mutual of Omaha As First Inductee in Premier Carrier Program
Program Strengthens Relationships Between Distribution Company and Top-Tier Carriers. Clearwater, Fla. – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing annuity, asset management, life and health insurance...
AmeriLife® and Brookstone Capital Management Partner to Create Life & Health Insurance, Investment and Retirement Planning Powerhouse
Combined organization to have more than $3.5 billion in annual life, health and annuity premiums and $2.7 billion in assets under management. Clearwater, Fla. – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing...
AmeriLife Names Scotty Elliott Senior Vice President, Distribution Business Development
Clearwater, FL/PR Newswire/ – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing annuity, life and health insurance solutions, today named Scotty Elliott as Senior Vice President, Distribution Business...
AmeriLife Completes $395 Million Financing Transaction
New agreement replaces existing credit facilities, provides additional capital for growth. Clearwater, FL – PR Newswire/ – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing annuity, life and health insurance...
AmeriLife Direct and One Resource Group Partner to Provide Medicare Advice and Products
View the official Press Release hereClearwater, FL/PR Newswire/ - AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing annuity, life and health insurance solutions, today announced an expanded partnership with One...
AmeriLife White Paper Highlights MACRA-Driven Opportunities for Medicare Supplement Carriers, Agents and Clients
View the official Press Release hereClearwater, FL – PR Newswire/ – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing annuity, life and health insurance solutions, today released a study highlighting the...
AmeriLife Sponsors 5k Walk/Run Honoring Women Killed in Sebring Bank Shooting
Grassroots event drew over 500 people and raised $21,500 in donations for the victims’ familiesStunned by the deaths of five women at the SunTrust bank Jan. 23, Chelsea Schell wanted to do something – anything – to help.An administrative assistant in the...
AmeriLife® Names Patrick J. Fleming Executive Vice President
View the official Press Release here Appointment to Advance Product Development Initiatives and Expand Leadership Team Clearwater, Fl/PR Newswire/ – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing annuity,...
AmeriLife’s Medicare Advantage Enrollment up 43 Percent
View the official Press Release hereYear-Over Year Increase Attributed to Agent Training, Meeting Consumer DemandAmeriLife® – a national leader in developing, marketing and distributing annuity, life and health insurance solutions – saw a 43 percent...
AmeriLife® Expands Annuity Distribution with Acquisition of Dallas Financial Wholesalers
View the official Press Release hereClearwater, Fla. – AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing and distributing annuity, life and health insurance solutions, has acquired Dallas Financial Wholesalers (DFW) in a...
AmeriLife® Names Matt Graham Vice President, Managed Care Solutions
Clearwater, FL – AmeriLife, a national leader in the development, marketing and distribution of annuity, life and health solutions, has named Matthew Graham vice president, Managed Care Solutions. In this role, Graham will direct all activities at the...
AmeriLife Expands Its Reach Into New England With Opening of Boston Office
Clearwater, FL – Seeing an opportunity to provide Medicare products to consumers in the Northeast, AmeriLife is establishing a presence in the greater Boston area. The new location is now open for business at 225 Cedar Hill Street in Marlborough, MA. It...
AmeriLife Helps Sponsor Home for Houston Family Displaced by Hurricane Harvey
Clearwater, FL – When Hurricane Harvey flooded her Houston home, Alba Rivas, a single working mother, was forced to flee with her three young children. The family has been living in an efficiency apartment for more than six months, but won’t be sharing a...
AmeriLife Launches New Corporate Website
We understand a business website is more than a place to find a customer service phone number or browse current job openings. It is an online window offering a glimpse into a company’s operations, culture and purpose. Did you know AmeriLife has assisted...
Industry Veteran Scott R. Perry Named CEO of AmeriLife
Industry Veteran Scott R. Perry Named CEO of AmeriLife Clearwater, FL – Scott R. Perry, a highly regarded insurance industry veteran, has been named CEO of AmeriLife, the nation’s premier annuity, life and health insurance marketing group. Mr. Perry succeeds Timothy...