USA Financial Partners with AmeriLife to Enhance Opportunities for Independent Financial Professionals
TL;DR
AmeriLife partners with USA Financial, gaining access to expanded resources and opportunities for financial professionals.
USA Financial and AmeriLife have entered a partnership to enhance opportunities for independent financial professionals through expanded resources and support.
The partnership between AmeriLife and USA Financial will empower independent financial professionals to better serve their clients and grow their businesses.
USA Financial's partnership with AmeriLife will bring expanded resources and opportunities to independent financial professionals in the industry.
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AmeriLife Group, LLC, a leader in life and health insurance, annuities, and retirement planning solutions, has announced a partnership with USA Financial, a national wealth management firm. This collaboration aims to enhance the opportunities available to independent financial professionals and their investors. The financial terms of the agreement were not disclosed.
According to Mike Walters, Chief Executive Officer of USA Financial, the partnership marks a significant milestone for the firm. "We look forward to the new doors that this partnership will open to enhance the opportunities we can bring to the table for the financial professionals and investors we serve," Walters stated.
Founded in 1988 with the philosophy “plan first, invest second,” USA Financial has expanded to include five subsidiary companies: USA Financial Exchange, USA Financial Formulas, USA Financial Securities, USA Financial Insurance Services, and USA Financial Advisor Advancement. These entities collectively offer a suite of products and solutions aimed at helping independent financial professionals grow their businesses and better serve their clients.
USA Financial has been recognized as a five-time Inc. 5000 honoree and has maintained consistent leadership for over three decades. The partnership with AmeriLife Wealth Group will provide USA Financial with enhanced access to advanced insights, tools, and resources, further empowering its affiliated financial professionals to elevate their business practices.
Mike Vietri, Chief Distribution Officer of AmeriLife Wealth Group, emphasized the strategic importance of the partnership. "Bringing on an insurance-first, registered broker-dealer like USA Financial and its diversity of offerings opens up endless opportunities for our platform," Vietri said. He expressed enthusiasm about working with USA Financial's leadership team to advance AmeriLife's goal of becoming the integrator of choice for modern financial professionals.
Houlihan Lokey served as the exclusive financial advisor to USA Financial for this transaction.
Curated from News Direct
