AmeriLife Acquires Majority Interest in The Achievement Group (TAG)

AmeriLife Acquires Majority Interest in Agent Support Group

December 10, 2019

Insurance

AmeriLife Group, LLC has acquired a majority interest in Agent Support Group (ASG), a long-established life insurance brokerage agency serving the New York metropolitan area. ASG's three partners will continue to lead the business from its New York office as part of AmeriLife's expanded annuity and retirement planning brokerage distribution channel, enhancing AmeriLife's advanced case, underwriting and high-net-worth capabilities.

AmeriLife Acquires Majority Interest in J.D. Mellberg Financial

February 12, 2020

Financial Services

AmeriLife Group, LLC has acquired a majority interest in J.D. Mellberg Financial, a Tucson-based annuity and retirement planning firm. The deal strengthens AmeriLife's retirement and annuity distribution capabilities; the combined organization represents more than $4.8 billion in annual annuity premium and J.D. Mellberg's founder Joshua Mellberg will remain with the business as a principal.

AmeriLife Acquires Forward Strategies Insurance Brokerage

November 5, 2020

Insurance

AmeriLife Group, LLC acquired Forward Strategies Insurance Brokerage, a Tucson-based insurance marketing firm that focuses on annuities, life insurance, long-term care and hybrid products. The acquisition expands AmeriLife’s agent support, product distribution and technology capabilities to better serve independent agents and the retirement/senior market.

Mercer Advisors Acquires The Asset Advisory Group, Inc.

October 5, 2022

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired The Asset Advisory Group, Inc. (TAAG), a Cincinnati-based wealth management firm managing about $370 million in AUM across roughly 160 clients. The deal expands Mercer’s presence in Ohio and provides TAAG’s founders a succession solution while adding TAAG’s advisory team and capabilities to Mercer’s national RIA platform.

AmeriLife Acquires Insurance 360

March 16, 2021

Insurance

AmeriLife Group, LLC has acquired Insurance 360, an Austin-based independent insurance agency founded in 1983 that offers term life, universal life, disability income, long-term care, and survivorship insurance. The acquisition expands AmeriLife's life and health brokerage distribution capabilities and brings Insurance 360’s client base (over 50,000 policyholders) and leadership — Scott Harper will serve as principal — into the AmeriLife platform.

AmeriLife Acquires Majority Stake in Jack Schroeder & Associates

April 1, 2020

Insurance

AmeriLife Group, LLC acquired a majority interest in Jack Schroeder & Associates (JSA), an insurance marketing organization headquartered in Green Bay, Wisconsin. The deal expands AmeriLife's Medicare and life insurance distribution capabilities and extends its reach into JSA's national network of independent agents.