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A Distribution perspective

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Presentation on theme: "A Distribution perspective"— Presentation transcript:

1 A Distribution perspective
Bryan Dreisbach VP Product Development & Distribution Support

2 Mission AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives. Vision To be the dominant insurance distribution platform in the life, health and annuity marketplace through adding value to insurance carriers, agents, advisors and consumers.

3 Competitive Differentiators
Why AmeriLife? Solid Foundation Competitive Differentiators History and track record Diversity of product and distribution channels Market focus: Middle market & those in or near retirement Product development and turn-key capabilities Scale – Over 100,000 agents and advisors Established carrier relationships We believe we are well-positioned and have a head start

4 AmeriLife company Overview
A national leader for 45+ years in developing, marketing and distributing annuity, life and health solutions to the senior market (age 65 and over) National distribution through a network of 140,000+ independent agents, career agents, retail and wholesale worksite channels, and direct- to-consumer capabilities Market and distribute hundreds of different products from over 75 insurance carriers Guided by a professional management team with 100+ years of combined experience in life, health and annuity distribution

5 Competitive Advantage
Largest brokerage distribution network in the country, allowing us to respond to consumers based on their buying preferences Achieves “Super IMO” status based on scale, advanced technology, administrative capabilities, superior service and organic growth Develops, distributes and administers proprietary annuity and insurance products Provides single source billing performed by a Third Party Administrator for employers, associations and unions

6 Distribution strength
Brokerage 15 National Marketing Companies Over 140,000 Contracted Agents and Advisors 120+ Marketers 65,000+ Outreach Calls Weekly Career 50+ Offices Nationwide Over 180,000 Clients Over 700 Agents Diverse Product Portfolio Worksite 5 Office Locations (MO, TN, MS, LA, TX) Over 100,000 Monthly Billings Serves workplace market: school districts, associations and unions Adapts to workplace and employee preferences with common remitter billing capability Direct-to-Consumer “Warm” Lead Generation Digital Selling Platform Meets buying preference of the consumer Customizes scalable campaigns to reach consumers 100,000 Direct to Consumer Clients Registered Investment Advisor Full service platform for asset management services Professional money management

7 Life / Health Brokerage Marketing
Annuity Brokerage Marketing Direct-to-Consumer Career Agency Worksite Registered Investment Advisor TPPN and AmeriLife HPS are listed under Career Agency because they are hybrid models, most similar to that of a Career model.

8 AmeriLife by the numbers

9 AmeriLife 2017 sales Submitted Production

10 Services Third Party Administrator Product Development Group
Provides turn-key back office support for insurance companies of all sizes AIA offers a wide menu of administrative services, including: Agent Credentialing Agent compensation processing & hierarchy management Billing and collection Automated claims processing Customer call center capability Product Development Group Works with carrier partners to develop attractive life, health and annuity products for distribution through our marketing companies Extensive product design and pricing expertise Administrative support for new product launches and marketing campaigns Registered Investment Advisor Full service platform for asset management services Professional money management


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