AmeriLife Group, LLC has entered into a strategic partnership with Peak Financial Freedom Group, a company known for its comprehensive retirement income plans and wealth management services. The terms of the deal remain undisclosed.
Based in Roseville, California, Peak Financial is recognized for its dedication to customer care and success. Their collaboration with TruChoice Financial, an AmeriLife subsidiary, has previously helped financial professionals across the US increase their production by 40%.
Jim Files, CEO, and Dan Ahmad, President of Peak Financial Freedom Group, expressed their enthusiasm about the partnership, emphasizing the benefits it will bring to customers and AmeriLife’s Wealth Distribution platform. They are committed to fostering an environment of continuous learning and professional development.
Peak Financial’s marketing efforts include seminars, client events, a radio talk show, and a multi-episode TV show. This partnership will also provide them with access to AmeriLife’s leading distribution platform, services, and resources, which is expected to accelerate their growth and enhance client services.
Mike Vietri, Chief Distribution Officer of AmeriLife Wealth Group, remarked on the exemplary model of customer service and relationship-building that Peak Financial has established. He believes this partnership will allow AmeriLife to expand its service offerings and deliver superior consumer satisfaction.
