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Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth. July 27, 2026 6:09 AM Gift Article Longtime leader to take on expanded platform-level role while continuing to lead Saybrus operations HARTFORD, CT AND CLEARWATER, FL / ACCESS Newswire / July 27, 2026 / Saybrus Partners ("Saybrus"), a market leader in life and annuity distribution and an affiliate of AmeriLife Group, LLC ("AmeriLife"), today announced that Moira Lowe, J.D., Principal and Chief Administrative Officer of Saybrus and President, Saybrus Equity Services, LLC, has been named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth, reporting to Todd Buchanan, President, AmeriLife Wealth. Lowe will continue to serve in her current leadership roles at Saybrus while expanding her responsibilities to help drive greater alignment and operational excellence across AmeriLife Wealth's life and annuity affiliate network. In this new platform-level role, Lowe will work across AmeriLife Wealth's life and annuity affiliates to close operational gaps, elevate best practices, and build the infrastructure that helps producers and distribution partners scale with confidence, extending the same operational discipline that has defined her work at Saybrus to the broader AmeriLife Wealth platform. "Moira has been instrumental in building Saybrus into the organization it is today, and this appointment is a natural extension of the leadership she's shown since we started the company in 2009," said Ed Cassidy, Managing Principal of Saybrus. "Being part of AmeriLife Wealth's continued build-out matters to us. It means having a direct hand in shaping the platform we're part of, not just benefiting from it. I'm excited for Moira to bring her expertise to this broader role, and confident it will strengthen both Saybrus and the affiliates we work alongside every day." "I'm honored to take on this new role, and grateful to AmeriLife for the trust they've placed in me," said Lowe. "AmeriLife Wealth is assembling something special, and I'm excited to help extend the same operational discipline and client-first approach that has always defined Saybrus across the broader life and annuity affiliate network. This is a tremendous opportunity to add value not only to Saybrus, but to the advisors, financial professionals, and affiliates that make up the AmeriLife Wealth platform, and I'm looking forward to working alongside Todd and the rest of the team to help build what's next." Lowe has been with Saybrus since it was founded in 2009 and has more than 25 years of financial services experience, including prior roles as Vice President, Chief Compliance Officer, and Senior Counsel at organizations including The Phoenix Companies, Inc., Tower Square Securities, and Sun Life Financial. She holds a B.S. from Syracuse University and a J.D. from Western New England College School of Law. About Saybrus Partners Saybrus Partners, LLC, helps institutions and financial professionals address clients' needs with life insurance and annuity solutions that provide both basic protection and support for retirement, estate, and business planning. Its partner firms include institutional financial advisors, insurance retailers, banks, and broker/dealers. Customizing its services to best fit its partners' businesses, the company offers a complete set of distribution capabilities, including assisted sales, traditional wholesaling, new business operations, and custom product design. For more information, visit SaybrusPartners.com. About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 325,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn.

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%.