May 19, 2024


Promising insurance

Allegis Advisor Group Acquires Beacon Fiscal Inc.

SALT LAKE Town, Oct. 6, 2020 /PRNewswire/ — Allegis Advisor Team, an impartial insurance policies marketing and financial setting up agency, announces right now their acquisition of Beacon Monetary, Inc., a countrywide advertising business launched in 2000, that specializes in annuities, lifetime insurance coverage and Medicare, and its merger into the firm. The companies will blend resources to offer affiliated advisors access to a complete scope of insurance policy options in addition to expanded systems and services for direct era, exercise enhancement, case layout, underwriting and advance market guidance. The merger will be done by the next quarter of 2021.

“The main objective of Allegis is to deliver concierge-degree service to independent advisors nationwide so that they have the considerable applications and guidance important to generate the finest value for their purchasers,” mentioned Chris Miller, CPA, founder and CEO of Allegis Advisor Team. “Now, with this new partnership, we are increasing the two our abilities and interior talent to more help affiliated advisors in each and every of their business endeavors.”

Allegis Advisor Group is a whole-provider insurance advertising and marketing and economical setting up organization that performs with advisors nationwide to improve and simplify their small business. The organization gives a breadth of company-constructing solutions including: model development reside, digital and on-demand profits education and educational situations access to back again-office environment experts for new organization and case management, scenario structure, underwriting and highly developed markets a varied array of carrier obtain and product classes including life, incapacity, lengthy-time period care, annuities and linked added benefits digital advisor equipment like obtain to a robust advisor portal and, branding, guide era and turnkey advertising and marketing units.

As part of this merger, Allegis will combine Beacon’s Medicare scheduling system, providing affiliated advisors the potential to integrate Medicare organizing into their assistance offerings, possibly in-property or in partnership with seasoned Medicare preparing specialists. In addition, the merger with Beacon adds additional than 100 a long time of put together encounter in the insurance policy market to the Allegis workforce.

“Partnering with Chris and Allegis was a pure development for Beacon, particularly soon after the current passing of V Stanley Benfell, Beacon’s Chairman,” reported Jeff Lewis, President and CEO of Beacon Fiscal, Inc. “Unifying our companies and constructing on each individual firm’s strengths works to deliver the all-encompassing suite of financial answers advisors will need to be profitable with insurance and retirement scheduling. The additional ease of currently being capable to access these capabilities by a singular extensive supply assists advisors save time and resources, which they can now re-invest into fostering consumer associations.”

Lewis will serve as the Executive Vice President of Business enterprise Improvement and COO of the Medicare division at Allegis. Joseph Bradley, an Annuity Advertising Expert at Beacon, will carry on his operate with annuities and serve on the management staff at Allegis.

Allegis Advisor Team was founded in 2009 and has developed both organically and by means of acquisitions. In addition to Beacon, the business obtained Brokerage 360, an insurance policy internet marketing firm out of Salt Lake City, and High quality Finance Advisors, an sophisticated industry company specializing in complex scenario style and design and estate planning out of Idaho Falls, Idaho. Every acquisition has extra new expertise to the business even though scaling the organization to supply larger solutions and sources to affiliated advisors. Miller and Lewis are now in discussions with other promoting businesses for doable long term mergers with Allegis.

Allegis is a husband or wife agency of LIBRA Insurance plan Partners, a primary distributor of insurance plan items. LIBRA is focused to the ongoing improvement and enhancement of strong, proprietary methods for its companions that are revolutionizing the field, which includes expansive underwriting capabilities, advanced circumstance layout assist, sales and item benchmarking applications, and turnkey income and internet marketing techniques.

About Allegis Advisor Team
Allegis Advisor Team is an impartial insurance marketing and advertising business and economical scheduling business that supports independent advisors nationwide by offering the substantial tools, education and concierge-amount support important to enable personal purchasers achieve their retirement and economic scheduling targets. Allegis offers advisors assist with observe growth, promoting and situation management, access to everyday living insurance plan, Medicare organizing, fastened and indexed annuities, incapacity profits, lengthy-phrase care insurance plan, linked gains and team insurance policy. Affiliated advisors are granted on-need access to applications and education by its robust advisor portal. For extra details, stop by, electronic mail [email protected] or connect with 800-418-1788.

MEDIA Contact
Chris Miller
Phone: 801-826-3901
E-mail: [email protected]

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