Employee Benefits Service Administrator

Crump Life Insurance Services, an AmeriLife company and one of the United States' largest wholesale distributors of life insurance and retirement solutions, has appointed Mike Bellig as Head of Sales. Bellig will report to Todd Buchanan, President and CEO of Crump and President of AmeriLife Wealth. Bellig brings extensive experience building high-performing sales organisations across the life insurance and financial services industry. Most recently, he served as National Sales Leader at John Hancock Life Insurance, where he grew total sales by more than $100 million, delivering 15% year-over-year growth. Previously, Bellig was Owner and Vice President of Sales at Trumark Wholesale Insurance Services. He holds a Juris Doctor from Pepperdine University School of Law and the Chartered Life Underwriter designation.

AmeriLife survey: less than half of Millennials and Gen X feel they're taking the right financial steps for retirement. New research released during National Annuity Awareness Month highlights a significant knowledge gap around retirement strategies and income solutions. CLEARWATER, Fla. - June 23, 2026 - A new survey commissioned by AmeriLife reveals that fewer than half (47%) of Americans in their peak earning years feel they are on track to meet their retirement goals, highlighting a significant confidence gap fueled by limited financial knowledge and insufficient access to professional guidance. The online survey of 2,000 U.S. adults ages 30-61, conducted by Atomik Research, also found that nearly one in four respondents (24%) said it is "very true" that their lack of financial knowledge holds them back from investing to achieve their financial goals, with another 23% saying it is somewhat true. At the same time, only 47% say they have adequate access to qualified financial professionals who can help them achieve those goals, highlighting a disconnect between need and support. "Americans today are navigating an increasingly complex retirement landscape, and many are doing so without the level of clarity or confidence they need," said Todd Buchanan, President, AmeriLife Wealth. "This research shows that the challenge isn't just about saving, but also about understanding how to turn those savings into a sound retirement strategy." Lower Confidence Among Gen X and Women Gen X respondents report lower confidence in their retirement readiness than Millennials (39% vs. 55%), while a gender gap persists, with 52% of men versus 41% of women saying they are on track, underscoring opportunities for more targeted education and engagement. Income Improves Confidence, but Not Clarity in Retirement Planning While respondents earning $50,000 or more show higher levels of confidence, it's clear that income alone does not eliminate the need for guidance. While nearly two-thirds (63%) say they are taking the right financial steps toward retirement, more than one-third (37%) are either unsure or not on track. Additionally, nearly half of those earning $50,000 or more (47%) say their lack of knowledge prevents them from investing to reach their financial goals. This uncertainty extends to retirement income strategies. Among those earning $50,000 or more, only 36% own an annuity, while nearly half (48%) report confusion around competing viewpoints. These findings show that higher income boosts confidence but does not eliminate the need for clearer guidance and education. Lack of Knowledge About Retirement Income Planning and Annuities The survey also revealed a significant lack of familiarity with key retirement income products, including annuities, despite high interest in solutions that provide stability and protection. * Nearly half (44%) of respondents say they are not sure how annuities fit into an investment portfolio * Women are 33% more likely than men to be unsure * More than half (55%) say they are confused by competing viewpoints about annuities (27% say they are extremely confused; 28% somewhat confused) * Only 17% give themselves an "A" for understanding annuities * 38% of Gen X respondents give themselves the worst grades (D or F) More than half of respondents (54%) said they would be likely to include an annuity in their retirement plan if it offered guaranteed lifetime income while protecting their principal from market losses. Lack of Time and Resources for Research In addition to knowledge gaps, time constraints may also be a barrier to better retirement planning. * 21% of respondents say they do not have enough time to research how annuities could help them reach their financial goals * 27% say they have some time, but not enough to fully evaluate their options Nearly a third of respondents (32%) report having no primary source of information about annuities, and among those who do, most rely on friends and family, suggesting limited access to professional guidance may be hindering informed decision-making. Annuity Owners Wish They Knew Earlier While only 21% of respondents currently have an annuity, those who do report strong hindsight conviction in their decision, with 88% saying they wish they had been educated about the benefits of annuities earlier. This reinforces the importance of earlier engagement and clearer education around retirement income planning. Closing the Knowledge Gap As National Annuity Awareness Month brings renewed focus to retirement income strategies, the survey highlights a critical opportunity to improve financial literacy and expand access to education. "Americans are clearly looking for ways to feel more secure about their financial future," Buchanan added. "Bridging the knowledge gap is key to helping more people move from uncertainty to confidence in their retirement planning." Survey Methodology AmeriLife commissioned Atomik Research to conduct an online survey of 2,000 U.S. adults ages 30-61, including 1,000 Millennials (ages 30-45) and 1,000 Gen X respondents (ages 46-61). The survey was fielded between May 27 and June 1, 2026. The margin of error is +/- 2 percentage points with a confidence level of 95%.

AmeriLife earns 2026 Great Place To Work Certification(TM) for second consecutive year. Leading U.S. health and wealth distribution company again recognized for outstanding employee experience and workplace culture. CLEARWATER, Fla. - June 15, 2026 - AmeriLife Group, LLC ("AmeriLife"), a national organization that develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions, is proud to announce it has earned Great Place To Work(R) Certification(TM) for the second consecutive year. This prestigious recognition is based entirely on the real-time feedback of current employees, with 82% of AmeriLife team members reporting that it is a great place to work, 25 points higher than the average U.S. company. "Earning this recognition for the second year in a row is a reflection of the people who make AmeriLife a special place to work every day," said Scott R. Perry, chairman and CEO of AmeriLife. "Our employees are the foundation of everything we build and everything we achieve. We remain deeply committed to cultivating a culture where people feel trusted, empowered, and inspired to grow, and this certification affirms that those efforts continue to take hold." "Being certified for the second consecutive year speaks to the sustained commitment we've made to our people - not just in our programs and benefits, but in how we show up for one another every day," added Kiersten Burstiner, Chief Human Resources Officer of AmeriLife. "We listen, we evolve, and we invest in creating an environment where every team member has the opportunity to thrive. This recognition energizes us to keep raising the bar." According to Great Place To Work research, job seekers are 4.5 times more likely to find a great boss at a Certified Great Workplace. Additionally, employees at Certified workplaces are 93% more likely to look forward to coming to work. They are twice as likely to be paid fairly, earn a fair share of the company's profits, and have a fair chance of promotion. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, Vice President of Global Recognition at Great Place To Work. "By successfully earning this recognition for the second year in a row, it is evident that AmeriLife stands out as one of the top companies to work for, providing a great workplace environment for its employees." Great Place To Work(R) is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention, and increased innovation.