Dynamic final expense shops expand AmeriLife’s footprint across the midwestern and southeastern U.S.
CLEARWATER, Fla. – March 2, 2022 – 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 ORCA Life, a Louisville, Kentucky-based insurance marketing organization (IMO) that specializes in the distribution of final expense insurance. In a related deal, AmeriLife also announced its acquisition of an ownership stake in The Curry Group, a final expense agency and division of ORCA Life. Per the agreements, terms of both deals were not disclosed.
“A successful partnership is about more than the numbers — it’s about shared culture and values,” said Scotty Elliott, president of AmeriLife’s Life & Health Brokerage Distribution. “ORCA Life and The Curry Group demonstrate their values day in and out in both their service to their clients and their community. AmeriLife couldn’t be more excited to add these incredible, high-performing and high-character companies to our expanding distribution.”
“Today’s announcement marks an exciting time for ORCA Life,” said Glenn Crabtree, founder and president of ORCA Life. “Our partnership with AmeriLife is going to allow us to be on the cutting edge of the marketing tools, technologies and capabilities we need to be competitive and successful in today’s market, while taking agent profitability to a whole new level.”
ORCA Life’s roots go back to the late ‘90s. Over the last two decades, it has expanded its footprint through grassroots marketing. The company was officially founded in 2016 to fill a glaring void in the final expense industry, emphasizing an in-home, face-to-face service model that has allowed its agents to cultivate meaningful relationships with their clients and better support seniors’ insurance needs for their final days. Today, ORCA Life boasts a growing roster of writing agents throughout and beyond the Midwest and Southeast. It continues to set the standard for client trust, care and excellence, helping it achieve industry recognition as a final expense market leader.
The Curry Group, and owners and co-principals David and Lindsey Curry, were founding members of ORCA Life and have played a key role in building and sustaining the company’s success and upward trajectory. Under the leadership of David and Lindsey, The Curry Group is positioned to continue as ORCA Life’s most significant source of distribution, working to accelerate its success while maintaining focus on value-based service and leadership.
“We are so thankful to be alongside Glenn and ORCA Life on this journey, but we are most excited for the future and opportunity to expand and excel with AmeriLife,” said David Curry. “Our strategic partnership will charge our business, and allow us to collaborate and learn from high-performing talent that has been there and done that.”
“What we are most excited about is the level of leadership that The Curry Group can now tap into,” added Lindsey Curry. “John Maxwell said ‘everything rises and falls on leadership,’ and the leadership that we’ve experienced with AmeriLife is something we’re excited to be a part of.”
ORCA Life will continue to operate as a stand-alone organization and be led by Crabtree and Vice President of Operations Scott Morris. The team will report to Elliott and be based at its Louisville headquarters. Likewise, The Curry Group, also based in Louisville, will continue to operate as part of ORCA Life and be led by David and Lindsey Curry.