AmeriLife Acquires Majority Interest in J.D. Mellberg Financial

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 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 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.

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.

Mutual of America Acquires Landmark Life Insurance Company

April 26, 2022

Insurance

Mutual of America Financial Group entered into a Stock Purchase Agreement to acquire Landmark Life Insurance Company, a Texas-based life and annuity insurer owned by The Jarvis Family Limited Partnership. The deal (expected to close in Q3 2022 per the announcement) is intended to expand Mutual of America's guaranteed retirement income capabilities and distribution reach beyond New York.

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.