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Creative Financial Network Attracts Interest, Enters Into Partnership With Private Equity-Owned Insurance Distribution Company

Dec 01, 2020

By Bernadette McCarthy

Company’s commitment to its clients and advisors remains the same; partnership to fuel growth and resources.

Creative Financial Network announced that it has entered into a partnership with AmeriLife, a private equity-owned insurance distribution company headquartered in Florida. The partnership gives Creative Financial Network the resources to invest in its business to drive ongoing development and future growth.

“Creative Financial Network’s reputation has been built on its holistic financial planning approach to provide solutions that meet each client’s individual financial goals,” said Creative Financial Network partners, Gil Cohen, Dustin Bezalel and Marshall Rosen. “We are poised for growth based on our unique position within the marketplace, and this partnership will only help us adapt to meet the growing needs of agents.”

Founded in 2015 and based in Ft. Lauderdale, Fla., Creative Financial Network follows a highly disciplined process for information gathering and data analysis to offer customized solutions to complex challenges. Creative Financial Network’s partnership with the industry’s leading firms, such as SagePoint Financial, Ohio National, Lincoln Financial Group, Pacific Life, Crump and Edison Risk, provides a sense of confidence, strength and stability to those they advise.

“We’re thrilled to collaborate with Gil, Dustin, Marshall and the Creative Financial Network team to drive growth,” said AmeriLife Chairman and CEO, Scott R. Perry. “Creative Financial Network’s independent, holistic approach to serving the financial needs of their clients directly aligns with AmeriLife’s strategic approach to the marketplace.”

Creative Financial Network’s leadership will remain with Cohen as CEO, Bezalel as President and Rosen as COO.

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