AmeriLife Acquires Majority Stake in Jack Schroeder & Associates

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 Senior Market Advisors

January 14, 2021

Insurance

AmeriLife Group, LLC has acquired Senior Market Advisors (SMA), a fast-growing field marketing organization (FMO) that supports independent insurance agents in the senior/Medicare market. The deal combines AmeriLife's national distribution scale with SMA's agent tools and technology to expand distribution capabilities and better serve agents and consumers.

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.

Risk Strategies Acquires Schroeder Insurance

June 3, 2025

Insurance

Risk Strategies, a North American specialty insurance brokerage, has acquired Schroeder Insurance, a Missouri-based agency with offices in Union and Washington. The deal expands Risk Strategies’ commercial lines and private client capabilities in its Central region; terms were not disclosed.

AmeriLife Acquires Maximum Senior Benefits

June 29, 2021

Insurance

AmeriLife Group, LLC has acquired Maximum Senior Benefits, a Utah-based retail insurance marketing organization that distributes final expense insurance and provides agent training and cross-selling programs. The deal expands AmeriLife's final expense product offerings and diversifies its geographic footprint in the Western United States while keeping MSB's CEO Justin Haskell in a leadership role.

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.