AmeriLife Financial Advisors LLC is partnering with AssetMark to provide asset management and technology assistance, AmeriLife announced.
The move will provide AmeriLife clients with more lower cost investment products and allow advisors to provide more holistic wealth planning, AmeriLife says. AmeriLife Financial Advisors, headquartered in Clearwater, Fla., is a subsidiary of AmeriLife Group LLC, which develops, markets and distributes annuity, life and health insurance products.
The move represents the next step in AmeriLife’s growth by providing access to investment strategists and fee-only products that will support holistic financial planning focused on the needs of investors, according to Michael Kim, executive vice president and National Sales and Consulting Leader at AssetMark.