AmeriLife Group, LLC, a prominent player in the life and health insurance, annuities, and retirement planning sector, has announced its partnership with USA Financial, a national wealth management firm. Though the terms of the agreement remain undisclosed, this strategic alliance aims to provide significant enhancements for independent financial professionals and their clients.
Mike Walters, CEO of USA Financial, expressed his enthusiasm about the partnership, stating, "We couldn’t be more thrilled to partner with AmeriLife as we head into the next era of USA Financial. 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."
Established in 1988, USA Financial has built its reputation on the philosophy of "plan first, invest second." The firm encompasses five distinct subsidiaries: USA Financial Exchange, USA Financial Formulas, USA Financial Securities, USA Financial Insurance Services, and USA Financial Advisor Advancement. Together, these entities offer a comprehensive suite of products designed to help financial professionals grow their businesses, enhance predictability in their practices, and deliver superior service to their clients.
USA Financial's track record of success is underscored by its five-time recognition as an Inc. 5000 honoree and its consistent leadership team over the past three decades. This partnership with AmeriLife is expected to further elevate USA Financial's capabilities, providing expanded access to cutting-edge insights, tools, and resources that will empower affiliated financial professionals to reach new heights in their careers.
Mike Vietri, Chief Distribution Officer of AmeriLife Wealth Group, highlighted the potential of this collaboration. "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. "I look forward to working with Mike and his incredible team to further our ambitions to be the holistic, ‘integrator of choice’ for the modern financial professional."
Houlihan Lokey served as the exclusive financial advisor to USA Financial for this transaction, emphasizing the strategic importance and potential market impact of this partnership.
The collaboration between AmeriLife and USA Financial marks a significant development in the financial services industry. By combining their strengths, the two firms are poised to offer enhanced services and opportunities to independent financial professionals, ultimately benefiting their clients. This partnership underscores the ongoing evolution of the financial advisory landscape, where integrated solutions and comprehensive support are becoming increasingly critical for success.
