AmeriLife Acquires Majority Interest in Agent Support Group

AmeriLife Acquires Majority Interest in The Achievement Group (TAG)

September 23, 2020

Insurance

AmeriLife Group, LLC has acquired a majority interest in The Achievement Group (TAG), a brokerage specializing in annuities and life insurance for pre-retirees and retirees. The deal expands AmeriLife’s retirement planning and annuity distribution capabilities while keeping TAG founder Brad Tison in a leadership and principal role within AmeriLife's annuity and retirement planning brokerage division.

Alliant Insurance Services Acquires Assured Health Group

June 5, 2024

Insurance

Alliant Insurance Services has acquired Assured Health Group (AHG), a West Palm Beach-based direct-to-consumer agency specializing in Affordable Care Act (ACA) under-65 individual health insurance plans. AHG will join Alliant Consumer Group to expand Alliant's presence in the ACA marketplace; terms were not disclosed and the entire AHG team will join Alliant.

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.

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 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.

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.