<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

    USA Financial Partners with AmeriLife

    USA Financial Partners with AmeriLife
    Aug 15
    2024

    AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced today that it has partnered with USA Financial, a national wealth management firm with three registered investment advisers (RIAs), a registered broker-dealer, and a national field marketing organization (FMO) that supports its independent financial professionals and their investors.

    Per the agreement, terms of the deal were not disclosed.

    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.

    Mike Walters, Chief Executive Officer, USA Financial

    Founded in 1988 on the philosophy “plan first, invest second,” USA Financial has grown to include five distinct, subsidiary companies – USA Financial Exchange; USA Financial Formulas, USA Financial Securities, USA Financial Insurance Services, and USA Financial Advisor Advancement. Together, they deliver a comprehensive suite of products and solutions that are designed to help independent financial professionals grow their businesses, make their practices more predictable, and deliver more for their clients.

    A five-time Inc. 5000 honoree that has been led by the same ownership team for more than three decades, USA Financial’s longevity and success stands as a testament to its carefully crafted approach to wealth management, financial planning, integrated technology, and operational excellence. Now, as it partners with AmeriLife Wealth Group, it will have expanded access to top-flight insights, tools, and resources to further empower its affiliated financial professionals and help them take their businesses to new heights.

    Bringing on an insurance-first, registered broker-dealer like USA Financial and its diversity of offerings opens up endless opportunities for our platform. 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.

    Mike Vietri, Chief Distribution Officer at AmeriLife Wealth Group

    Houlihan Lokey acted as the exclusive financial advisor to USA Financial in connection with the transaction.

    About USA Financial

    USA Financial is a comprehensive financial services institution, focused on providing advisors with the tools required to make solid recommendations and to empower clients to make educated and informed financial decisions. To learn more about USA Financial, please visit USAFinancial.com.

    About AmeriLife

    AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. In doing so, AmeriLife has become recognized as a leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers served through a distribution network of over 300,000 insurance agents and advisors and 120 marketing organizations and insurance agency locations nationwide. For more information, visit AmeriLife.com, and follow AmeriLife on Facebook and LinkedIn.

    Related Posts

    Independent Broker-Dealer Solutions that Drive Advisor Growth
    Practice Management

    Independent Broker-Dealer Solutions that Drive Advisor Growth

    In today's competitive environment, you don't have time for anything less than complete solutions. Your clients expect excellence, and you deserve support partners who share that commitment.
    The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs
    Marketing

    The Power of Storytelling: 3 Essential Stories Every Financial Advisor Needs

    In this episode of Financial Advisor Marketing Playbook, Mark Mersman reveals how storytelling can transform your marketing and client relationships. Learn the three foundational stories every advisor needs: your origin story to build trust, your client transformation story to demonstrate results and empathy, and your philosophy story to define your beliefs and differentiate your brand. Discover practical tips for crafting these narratives and integrating them into your website, meetings, and marketing strategy.
    What’s Trending: Why Active Management Matters When Emotions Run High
    Wealth Management

    What’s Trending: Why Active Management Matters When Emotions Run High

    In this November’s Trending Report, Kevin Roskam of USA Financial dives into the emotional side of investing and why keeping short-term fears in check is crucial for long-term success. He shares a real-life client story that highlights how media-driven anxiety can derail financial plans and reminds us that market corrections aren’t just possible—they’re normal. Kevin explains how trends show the importance of active management in today’s market, where not all 500 S&P stocks are moving together. He explores how diversification, discipline, and a clear understanding of your portfolio’s purpose can help investors navigate volatility with confidence. Whether you’re an advisor guiding clients or an investor staying the course, this report is a timely reminder that disciplined strategies—not emotions—drive lasting results.