Announced
Completed
Financials
Sources
Tags
Completed
United States
Majority
retirement planning
Acquisition
annuity policies
annuity planning
Friendly
Single Bidder
Asset Managers and Custodians
Private
Synopsis
AmeriLife Group, an insurance services provider, completed the acquisition of a majority stake in J.D. Mellberg Financial, an annuity and retirement planning organization. Financial terms were not disclosed. "We are excited to partner with AmeriLife – a powerhouse in the industry. With this new partnership, we can continue our rapid growth, while remaining dedicated to serving the needs of our clients and agents," Joshua Mellberg, J.D. Mellberg Founder.
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