News From AmeriLife: Partnerships and Expansions Fueling More Growth
It has been a busy couple of months at AmeriLife! Stay up-to-date on the flurry of activity across our organization as new partnerships are formed and our leaders lend their voices to key industry issues.
New Partnerships Creating New Opportunities
Saybrus Partners, a life and annuity distribution company in the AmeriLife family, partnered with SterlingBridge Insurance Agency to further expand its national capabilities in the insurance distribution landscape.
Senior Market Advisors (SMA), an AmeriLife affiliate and leading insurance marketing organization, announced a strategic partnership with AgentBoost Marketing, a premier provider of marketing and technology solutions for insurance agents.
Another AmeriLife affiliate in the Health Distribution space, GS National Insurance, revealed a strategic partnership with Davies Agency, a leading Medicare and health brokerage.
Succession Capital Alliance Goes Coast-to-Coast
AmeriLife affiliate Succession Capital Alliance (SCA) proudly announced a strategic expansion to Morristown, N.J., with Vice President Daniel Ditusa leading the new office as Branch Leader of the Northeast Region. SCA has been innovating in the life premium financing industry for almost 30 years, revolutionizing life insurance solutions for ultra-high-net-worth clients with its proprietary Capital Maximization Strategy℠.
LeadStar Introduces Enhanced Platform – Better Leads. Better Prices. Better Results.
AmeriLife’s leading proprietary lead generation platform, LeadStar, announced the release of its new and improved platform, powered by a partnership with EnrollHere. With a suite of advanced features and tools, the next-generation LeadStar marks a significant milestone toward the company’s goal of revolutionizing the way AmeriLife-affiliated agents and marketers grow their business. Learn more about the platform’s improvements at LeadStarHub.com.
Four Affiliate Partners Named to Inc. 5000’s Fastest-Growing Private Companies
In August, four of AmeriLife’s affiliate partners had their hard work and innovation recognized by being included on Inc. 5000’s 2025 list of the fastest-growing private companies in the country. Partners from both the Wealth and Health Groups were represented, namely Florida Financial Advisors, Hoffman Financial Group, Brookstone Capital Management, and Pinnacle Financial Services.
Voices from AmeriLife on the Forbes Council
AmeriLife has continued lending its voices to the Forbes Councils, like that of Mike Vietri, Chief Distribution Officer with AmeriLife Wealth Group. In his article for the Forbes Business Council, “What Our People Really Need From Leaders Right Now.” Read the full article here.
Mike also championed AmeriLife’s culture-forward approach in an article for the Forbes Business Council. In the article, “Why Culture Still Wins In A Fast-Growth Company,” he discussed the difficulties of focusing on company culture in a rapidly growing organization. Drawing on his experiences with AmeriLife, he demonstrated how companies can strike a balance between culture and exponential growth. To see more, see Mike’s article here.
Our Chief Lead Generation Officer, William “Bill” DeCourcy, lent his knowledgeable perspective to the Forbes Business Development Council with an article titled, “The Symbiotic Future: Where Human And Machine Intelligence Meet.” Read the full article here.
Bill contributed his thoughts to a Forbes Expert Panel discussion, “20 Outdated Sales Practices To Retire And What To Do Instead,” where he champions embracing revenue operations (RevOps) to unify sales and marketing functions, thereby eliminating inefficiencies and inconsistencies. See the rest of his comments here.
Bill offered the Forbes audience the article, “The Entrepreneurial Equation: Problem-Solving, Perseverance, And Personal Pillars,” where he analyzes the critical components of the entrepreneur mindset. Check out his article here.
Our affiliate partners had their voices heard as well, with Angela Palo, Chief Operating Officer and co-owner of Pinnacle Financial Services, adding her thoughts to the Forbes Expert Panel, “20 Recent Shifts In Consumer Behavior (And How To Adapt As A Business)”. Read her call for immediacy and authenticity here.
Lastly, the Forbes Finance Council published an article written by Drew Gurley, founder of Redbird Advisors and EVP of Growth for AmeriLife affiliate Senior Market Advisors. In his piece, titled “From Captive To Independent: What Every Agency Owner Needs To Know.” Check out Drew’s full article here.
AmeriLife Leaders on InsuranceNewsNet
The voices from AmeriLife also reached InsuranceNewsNet (INN), one of the industry’s most comprehensive news sites. For example, Bill DeCourcy shared his knowledge and experience in an article titled, Medicare Leads for Agents: Balancing Compliance and Growth, where he outlined best practices for compliant and effective Medicare marketing and lead generation.
Steve Patton, Senior Vice President of Simplified Solutions, Life and Health Brokerage Distribution, wrote another excellent piece for INN titled Empowering Medicare Advantage Enrollees with Hospital Indemnity Plans.
AmeriLife’s affiliate leaders got in on the action as well, with Forward Strategies Insurance Brokerage principal Kelly Kleinsasser publishing an article on the ideal customer profile for fixed and indexed annuities. His piece, “Finding the Ideal Customer for Fixed and Indexed Annuities,” offers detailed insights into how different client goals and risk tolerances should inform producer recommendations, enabling financial professionals to target the right audience with their annuity solutions consistently.
Tad Fifer, Vice President of Accumulation and Retirement Income, outlined the habits of successful annuity producers that separate industry leaders from the rest of the crowd in his article, Inside the Daily Discipline of Annuity Leaders.
Lucas Vandenberg, CEO of AmeriLife affiliate partner PSM Brokerage, contributed an article titled “A Checklist for Success in Medicare AEP,” where he showed agents the most important tasks to cross off their to-do list to achieve their goals during the Annual Enrollment Period.
Another affiliate leader, Vice President of Southwest Annuities Marketing, Chris Fuhrer, highlighted the misunderstood nature of annuities in his article, 5 Strategies to Deepen Client Trust Through Annuity Education.
Finally, David Curry, principal at AmeriLife affiliate HIPE Financial, penned an article titled Communication: The Difference Between Good and Great Agents, which emphasized the crucial communication skills that separate exceptional agents from the rest of the pack. In the piece, David explains how employing active listening, plain language, personalized advice, and proactive communication with clients can turn ordinary conversations into long-term success.
