AmeriLife Acquires Control Over J.D. Mellberg

February 19, 2020 by Allison Bell

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.

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Originally Posted at ThinkAdvisor on February 14, 2020 by Allison Bell.