AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. With a deep understanding of civil service employees needs, the American Benefits Exchange team offers a comprehensive portfolio of products to address important financial issues. Most recently a director at Willis Towers Watson, Coleman led business and product development, actuarial support and distribution strategy for the fixed, indexed and variable annuity markets. Kansas City Metropolitan Area2K followers 500+ connections. J.C. We've detected you are on Internet Explorer. Not affiliated with the U. S. government or federal Medicare program. To learn more about partnering with AmeriLife, From industry-best solutions from over 100 carriers, to our vast national distribution. The company's remarkable growth is the result of vision and innovation, resulting in record expansion, production, sales, and profits in recent years. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. From smart lead scoring and real-time sales analytics to leveraging the full potential of powerful CRM technology, AmeriLife offers an extensive suite of technology, tools and insights thats re-defining the industry and helping marketers, agents and advisors do what they do best serve their clients better than anyone else. With this acquisition, AmeriLife plans to leverage existing operations to maximize scale, expanding on the strengths of the separate organizations. Institutional Wealth Management, Broker-Dealer & RIA pages. Flowers sells a majority stake in AmeriLife to an investor group led by private equity firm Thomas H. Lee Partners. by our talented team of associates and affiliates across the country. Founded Date 1971. So, it's been a part of our strategy, but it is not the strategy, Perry said. Clearwater, Fla. - November 18, 2020 AmeriLife Group, LLC ("AmeriLife"), the national leader in marketing and distributing life, health and retirement solutions, announced today it has acquired American Benefits Exchange, based in Austin, Texas. AmeriLife celebrates its 50th anniversary. AmeriLife Acquires SAS from A-CAP, While Growing Strategic Partnership. The merging of these entities will leverage operational collaboration across these groups. When typing in this field, a list of search results will appear and be automatically updated as you type. Independent marketing and distribution is big business in a country where 10,000 Americans retire each day. Flowers for less than $500 million, Barrons reported. To learn more about partnering with AmeriLife, contact us here. AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. Matthew brings in-depth actuarial experience, which will help accelerate this process and help us stay in front of evolving trends in the annuity market.. Today, Senior Resource Group is a premier field marketing organization for an array of national insurance carriers providing Medicare Supplement policies, Medicare Advantage plans, life insurance, final expanse plans and financial products in 25 states. content for publishing on our website. The joint partnership between two of the world's leading private equity firms is a testament to AmeriLife's strength and fervent pace of growth, and creates a strong foundation for continued nationwide expansion. With the addition of SAS, we're not only enhancing our capabilities, we're also elevating our ability to deliver world-class technology across our TPA platform and expanding our ability to provide turnkey solutions for carriers, agents and consumers alike.". AmeriLifes strategy of serving (pre)retirees was truly an inspired one, its company history states. AmeriLife expands to seven offices throughout Florida. The most common ethnicity at AmeriLife is White (60%). Senior Family Services is dedicated to ensuring its clients obtain the coverage and benefits they need to live a happy and healthy retirement. Headquarters Regions Tampa Bay Area, East Coast, Southern US. Under Perry, AmeriLife earnings have more than doubled, and the company has ambitious plans to double it again in the next three to five years. Sign In. They need a partner with a legacy of multi-product innovation, commitment to collaboration, and focus on delivering enhanced value to its distribution and, ultimately, consumers. The transaction is valued at over $1 billion, two people familiar with the deal said. Already a member? About Senior Family ServicesSenior Family Services is a Philadelphia-based independent insurance agency that has become a regional leader in providing the best possible insurance solutions for older Americans and Medicare recipients. About A-CAPA-CAP is a holding company owning multiple insurance and financial businesses on its unique and synergistic platform. AmeriLife acquired by Thomas H. Lee Partners, Name of the organization that made the acquisition, Total amount raised across all funding rounds, Total number of Crunchbase contacts associated with this organization, Total number of employee profiles an organization has on Crunchbase, Total number of investment firms and individual investors, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. Executive Vice President, Product Innovation & Corporate Actuary. The merger of SRG, SFS and RC represents more than 50 years of combined insurance industry experience. AmeriLife expands into the worksite and direct-to-consumer spaces. I know what we can do really well, which is distribute products and drive efficiency across that value chain. Industry-leading, cost effective and high ROI distribution network designed to connect and engage with consumers and stakeholders across the country. For more information, visit www.acap.com. Celebrating Our Stars. Providing insurance and financial advisors to help people live longer, healthier lives AmeriLife | Clearwater FL She also brings experience in supporting the development and successful launch of new annuity products. The Firm's domain expertise and resources help to build great companies with an aim to accelerate growth, improve operations and drive long-term sustainable value. AmeriLife employees supporting your business. View Guidelines. Voracious IMOs are disrupting traditional delivery of life insurance and . AmeriLife was founded in Holiday, Florida. In June, AmeriLife announced an investment from Genstar Capital, a leading private equity firm focused on investments in targeted segments of the financial services, healthcare, industrials and software industries. Jeff MaldonadoAmeriLife[emailprotected]+1-321-297-1112, Chris TofalliGenstar Capital[emailprotected]+1-914-834-4334, Tim QuinnThomas H. Lee Partners, L.P.[emailprotected]+1-646-258-2308, Cision Distribution 888-776-0942 AmeriLife entered 2023 claiming to be the largest Insurance Marketing Organization (IMO) in the US dedicated to offering insurance and retirement solutions.. Since 1974, THL has raised more than$34 billionof equity capital, invested in over 160 companies and completed more than 500 add-on acquisitions representing an aggregate enterprise value at acquisition of over$210 billion. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Please email Patrick Nichols, AmeriLifes senior vice president of corporate development, at. AmeriLife's strength is its mission: to offer insurance and retirement solutions to help people live longer, healthier lives. for more on our company and to browse corporate professional opportunities. ", "Over the past two years, AmeriLife has emerged as one of the premier distributors of health and financial solutionsin the United States," added Ganesh Rao, managing director and head of the Financial Technology and Services Group at THL. WhatsApp acquired by Facebook). Entire contents copyright 2023 by InsuranceNewsNet.com Inc. All rights reserved. values in each and every interaction we have. AmeriLifes 50-year legacy is rivaled only by the promise and excitement of its continued Perry doesnt rule it out but said that isnt the plan right now. With a key December hire in a newly created position, AmeriLife took the next step in its plan to grow annuity sales organically. John may be reached at [emailprotected] Follow him on Twitter @INNJohnH. In 1987, AmeriLife moved beyond its Florida borders by opening an office in North Carolina. partnered with the nations leading insurance carriers to provide value and quality to customers. On average, employees at AmeriLife stay with the company for 3.2 years. Yes, we offer a range of fee-based asset management services and solutions. Competition favors scale and the voracious growth of these IMOs is changing the industry, said Sheryl Moore, president and CEO of Moore Market Intelligence and Wink Inc. Small- to mid-sized IMOs and FMOs are being gobbled up so quickly, it is forcing many to reconsider their plan, she said. The Manager of Children's Services will ensure the quality of services to clients, oversee daily operations of the children's department, recommend/implement changes that would improve or expand the delivery of services. Interested in a career with AmeriLife? For 2022, were proud to recognize the below carriers for their commitment to our shared values and the customers we serve. In 2021, nearly 5 million Americans were advised on and delivered the financial solutions they need through AmeriLifes vast, nationwide distribution. network, AmeriLife was built to grow and accelerate your business. I think I was asked 2 personal questions, but besides that, it was mostly him talking about his personal experiences with how life . 51% of AmeriLife employees are women, while 49% are men. "The synergies among these three groups will expand our multi-cultural distribution, as well as our reach into the northeast, particularly with regional insurance carriers. SRG represents the next generation of insurance agencies with a focus on technology, cultural diversity, and best-in-class sales training and virtual tools. AmeriLife sounds like the place for me! Second is strategic capabilities, Perry said during a recent industry conference. Will provide clinical supervision according to qualifications. That kind of return on investment is necessary for AmeriLife now that it is in the hands of private equity firms. With 16 years of leadership in the insurance and business operations fields, Boudrero has successfully overseen operations for health, life, and annuity lines of business. THL couples deep sector expertise through an Identified Sector Opportunity ("ISO") process with dedicated internal operating resources from its Strategic Resource Group ("SRG") to transform and build great companies of lasting value in partnership with management. AmeriLife is a national leader in developing, marketing, and distributing . AmeriLife is a national leader in developing, marketing and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. Does AmeriLife offer retirement services beyond conventional planning? AmeriLife was founded in 1971 in Holiday, Fla., a small community just north of Clearwater, and sold life and health policies to people nearing retirement age. The key is omni-solutions, where the customer has the flexibility to move seamlessly from a digital environment to a human interaction if required. Combined with Genstar's deep expertise in financial services, software and healthcare, and our collective commitment to delivering the data, tools and technology necessary to compete and win in today's marketplace, we see huge opportunity for AmeriLife and its partners. A third PE firm, Thomas H. Lee Partners, acquired AmeriLife in 2020 in a reported deal that exceeded $1 billion. Third-Party Administration (TPA) services built on industry-leading technology and delivered at scale to allow carriers to focus on building their businesses. In todays market, a strong, collaborative relationship between carrier and distributor is essential to delivering innovative, high-quality insurance products that can meet the growing needs of marketers, agents and their clients. "Over the last two years,AmeriLifehasrapidlygrown its affiliate baseand invested heavily inbest-in-classshared resources and supportto fuelourtremendous organic growth," said Scott R. Perry, chairman and CEO of AmeriLife. Private equity firm J.C. This copy is for your personal, non-commercial use only. The data presented on this page does not represent the view of AmeriLife and its employees or that of Zippia. AmeriLife establishes AmeriLife Marketing Group (AMG). Genstar Capital (www.gencap.com) is a leading private equity firm that has been actively investing in high quality companies for over 30 years. As one of the leading independent marketing organizations and registered investment advisors in the United States, AmeriLife is proud to be called a trusted partner by the industrys leading carriers, FMOs, and insurance and financial experts. Where do I start? I know what carriers do really well, said Perry, former executive at CNO Financial and Bankers Life. theyre actions, demonstrated and delivered every day AmeriLife has 7,500 employees. Contact Email socialmedia@amerilife.com. Our partnership will support American Benefits Exchanges mission by leveraging a holistic approach to product delivery and expanding the companys distribution footprint.. They price risk and they manage assets. Genstars investment will accelerate our growth and help us continue to build out our platform to provide superior support to our carrier partners, our affiliates and our agents, Perry said at the time. "We look forward to our continued partnership, and we welcome our partners at Genstar, whose investment will help accelerate AmeriLife's next stage of growth and development.". The American Benefits Exchange team is excited to join the AmeriLife family, said American Benefits Exchange President Brian Pearson. AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees. AmeriLife unites insurance agents, financial advisors, and industry experts who alongside our leaders and corporate support staff are passionate about cultivating meaningful relations with clients. Detected you are on Internet Explorer are on Internet Explorer focus on building their.. Clients obtain the coverage and Benefits they need through AmeriLifes vast, nationwide distribution to a interaction... On technology, cultural diversity, and best-in-class sales training and virtual tools equity.... 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