AmeriLife Group LLC has acquired a majority interest in J.D. Mellberg Financial, a Tucson, Arizona-based firm that sells annuities and retirement planning services.
AmeriLife — a Clearwater, Florida-based life, health and annuity distributor — said earlier this week that it’s getting J.D. Mellberg’s lead-generation, appointment-setting, and analysis tools, as well as the company’s sales and planning operations.
AmeriLife is also getting a J.D. Mellberg mobile app that can match agents with prospects.
AmeriLife is not saying what it paid for J.D. Mellberg.
Joshua Mellberg. J.D. Mellberg’s founder, will become an AmeriLife principal and a member of AmeriLife’s management, AmeriLife said.
Mellberg and Dan Morgan, J.D. Mellberg’s general counsel and chief compliance officer, will continue to manage the newly acquired business from its offices in Tucson, AmeriLife said.
AmeriLife has relationships with about 140,000 financial professionals.