American Enterprise Joins Integrity to Innovate Insurance coverage Choices for Excessive-Web-Value Clientele – Yahoo Finance

August 17, 2022 By admin

One of many nation’s most prestigious boutique life insurance coverage corporations appears to the longer term by tapping into Integrity’s broad suite of assets and companies designed to reinforce development
DALLAS, Aug. 16, 2022 /PRNewswire/ — Integrity Advertising and marketing Group, LLC (“Integrity”), a number one distributor of life and medical insurance, and supplier of wealth administration and retirement planning options, right now introduced it has acquired American Enterprise, one of many nation’s main suppliers of life insurance coverage merchandise to high-net-worth purchasers. As a part of the acquisition, Alan Grad, Chairman and CEO of American Enterprise, and Bruce Mesner, President of American Enterprise, will change into Managing Companions in Integrity. Monetary particulars of the transaction weren’t disclosed.
“American Enterprise has a extremely regarded group who not solely convey revolutionary options however a private contact to prosperous purchasers and their advisors,” defined Bryan W. Adams, Co-Founder and CEO of Integrity. “By becoming a member of Integrity, American Enterprise can entry stronger expertise and a variety of best-in-class assets, in addition to the economies of scale that come from becoming a member of our fast-growing group. We’re honored to welcome Alan, Bruce and your entire American Enterprise group to the Integrity household as they take part our broad mission to holistically shield the life, well being and wealth of American customers.”
Based in 1967, American Enterprise serves as a complicated and caring life insurance coverage useful resource for the brokers, advisors and managers of high-net-worth people and households. The agency employs a “two-client” philosophy of assembly the property and private insurance coverage planning wants of its prosperous purchasers by means of their advisors. American Enterprise at the moment serves 35,000 purchasers with greater than $60 billion in protection. Its revered administration group holds management roles in nationwide life insurance coverage organizations and brings in depth expertise offering thought management to the prosperous advisor market.
“From an early stage in my profession, I noticed how insurance coverage may positively influence households’ lives throughout a troublesome time,” stated Alan Grad, Chairman and CEO of American Enterprise. “Serving to folks has at all times been our highest precedence. Integrity recognized with that outlook from our first assembly and took the time to actually perceive our distinctive two-client strategy. Our group of pros focuses on offering probably the most prestigious insurance coverage experiences within the nation. With Integrity’s expertise and assets, we are able to make that have much more dynamic than ever earlier than. We will communicate with a louder voice and focus on rising the enterprise reasonably than on administrative duties which may be restraining our development. We’re so thrilled that American Enterprise is now a part of Integrity, and we sit up for serving extra households collectively.”
“By bringing collectively the very best minds and cutting-edge expertise, Integrity has change into an innovator within the business,” stated Bruce Mesner, President of American Enterprise. “I need our enterprise to be a part of that innovation, so we are able to all be extra profitable. The Integrity companion community contains leaders with numerous concepts and a wide range of strengths. We won’t wait to dovetail our unbelievable group with Integrity’s and work to supply holistic options that meet advanced monetary wants. Years from now, it will likely be thrilling to look again and notice what a momentous turning-point this choice was for our enterprise. With Integrity, we see limitless alternatives and we will not wait to get began.”
Esteemed all through the business for his or her professionalism, stability and experience, Grad and Mesner are invaluable additions to Integrity’s community of companions. Integrity’s forward-thinking group, comprised of icons and legends, is collaboratively figuring out, creating and selling finest practices and techniques that optimize insurance coverage and monetary processes. These revolutionary leaders are dedicated to defending the life, well being and wealth of the customers they serve and serving to all Individuals plan for the nice days forward.
American Enterprise will launch a brand new period of development by incorporating Integrity’s omnichannel platform of assets into its confirmed strategy. American Enterprise advisors can now make the most of proprietary expertise corresponding to quoting and enrollment techniques, revolutionary product growth, detailed information and analytics, and entry to world-class promoting and advertising and marketing capabilities. By means of Integrity’s expansive suite of centralized enterprise companies, American Enterprise can prioritize time for strengthening shopper relationships. This deep and supportive infrastructure extends to areas corresponding to Expertise & Innovation, Folks & Tradition, finance, and authorized and compliance. Integrity’s end-to-end platform additionally provides American Enterprise the chance to scale product choices and supply complete planning options for trusted advisors and their purchasers.
Moreover, American Enterprise staff now obtain the thrilling alternative to take pleasure in significant firm possession by means of the Integrity Worker Possession Plan.
For extra details about American Enterprise’s partnership with Integrity, view a video at
About Integrity Advertising and marketing Group 
Integrity, headquartered in Dallas, Texas, is a number one distributor of life and medical insurance, and supplier of revolutionary options for wealth administration and retirement planning. By means of its companion community, Integrity helps thousands and thousands of Individuals shield their life, well being and wealth with a dedication to satisfy them wherever they’re — in individual, over the cellphone and on-line. Integrity’s cutting-edge expertise helps streamline the insurance coverage and monetary planning expertise for all stakeholders. As well as, Integrity develops merchandise with provider companions and markets them by means of its nationwide distribution community. Integrity’s practically 6,000 staff work with roughly 500,000 brokers and advisors who serve greater than 11 million purchasers yearly. In 2022, Integrity will assist carriers place nearly $20 billion in new gross sales and oversee greater than $30 billion of property underneath administration and advisement by means of its RIA and broker-dealer platforms. For extra info, go to
About American Enterprise
American Enterprise is an impartial company headquartered in New York Metropolis. They focus on being the insurance coverage useful resource for strategic companions in property & casualty companies, sports activities administration corporations, monetary establishments, CPAs, RIAs, household workplace managers and their purchasers. Licensed with over 50 insurance coverage firms all through the U.S., American Enterprise serves over 35,000 present coverage holders with $60 billion in energetic insurance policies. Their professionals have a mean of 15 years of life insurance coverage expertise. The first insurance coverage merchandise they supply to their purchasers are life, incapacity, and long-term care insurance coverage. For extra info, go to
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