Allegiant Wealth Group
Allegiant Wealth Group is a privately held Independent Marketing Organization (IMO) that distributes life, health, Medicare, annuity, and wealth insurance products through a network of licensed independent agents in the Southeast United States.
- Company typePrivate
- Founded2018
- HeadquartersCumming, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Allegiant Wealth Group does
Allegiant Wealth Group is a privately held Independent Marketing Organization (IMO) founded in 2018 and headquartered in Alpharetta, Georgia, with secondary offices in Cumming and Canton, GA. The company operates as an insurance distribution intermediary, contracting licensed independent agents and agencies to sell life, health, Medicare, annuity, and wealth products sourced from a panel of major carriers including Aetna, Foresters, National Life Group, Prosperity Life Group, and Transamerica. Allegiant also offers white-label product capabilities that allow agency partners to brand distributed products under their own identity, and provides day-one fully vested contracts directly with partner carriers so agents retain ownership of their book of business.
Allegiant Wealth Group firmographics
Firmographics- Name
- Allegiant Wealth Group
- Legal name
- Allegiant Wealth Group
- Website
- https://allegiantwealthgroup.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Allegiant Wealth Group is a privately held Independent Marketing Organization (IMO) that distributes life, health, Medicare, annuity, and wealth insurance products through a network of licensed independent agents in the Southeast United States.
- Ownership category
- akta.pro rank
Allegiant Wealth Group industry classification
Industry- Product category
- Insurance Distribution Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Other Insurance Related Activities (52429)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Annuities & Investment-Linked Insurance Solutions (Retail) (FSAAAAAM)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Allegiant Wealth Group is headquartered
LocationHeadquarters
- HQ city
- Cumming
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Allegiant Wealth Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Insurance Commission Revenue: As an Independent Marketing Organization (IMO), Allegiant Wealth Group earns commissions from insurance carriers for distributing their life, health, and wealth products. They offer contracts to independent agents and agencies with fully vested day-one agreements directly with partner carriers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Quote-based pricing for all insurance products |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels3 records
Allegiant Wealth Group product offering
Product offeringCore offering
Allegiant Wealth Group is an Independent Marketing Organization (IMO) that distributes life, health, wealth, Medicare, and retirement insurance products from multiple top-rated carriers to consumers via a network of contracted independent agents and agencies. The firm also provides agent/agency contracting support, lead/buy-data lists, and white-label product co-branding for agency partners.
Product overview
Allegiant Wealth Group is an Independent Marketing Organization (IMO) offering a comprehensive portfolio of insurance and financial products. The core offerings include Indexed Universal Life (IUL) Insurance, Annuities for Retirement, Senior Final Expense Insurance, Medicare Supplement Insurance, Medicare Advantage Plans, Critical Illness Insurance, Disability Insurance, Health Insurance, Long Term Care Insurance, and Business Owner Retirement Plans. Additional services include Financial Planning and Buy Data/Lead Lists for agents. The company operates as a marketing organization that helps agency partners and IMOs develop and distribute life, health, and wealth products, also offering white-label capabilities to support agent partners' brands.
Differentiator
Problem solved
Functional benefit
Products and services
- Indexed Universal Life (IUL) Insurance Permanent life insurance product with a cash-value component linked to a market index (e.g., S&P 500), distributed to individual consumers seeking death-benefit protection with potential wealth accumulation. Underwritten by carrier partners such as National Life Group and Transamerica.
- Retirement Annuities Fixed and indexed annuity products designed to provide retirement income and principal protection for individual consumers, distributed through Allegiant Wealth Group's carrier partners such as Prosperity Life Group and National Life Group.
- Senior Final Expense Insurance Small whole-life insurance policies targeted at seniors to cover end-of-life expenses such as funeral, burial, and medical bills, distributed via carriers including American Memorial Life Insurance, Gerber Life, and Royal Neighbors.
- Medicare Supplement Insurance Medigap supplemental insurance plans for Medicare-eligible seniors that cover out-of-pocket costs not paid by Original Medicare, offered through carriers including Aetna, Mutual of Omaha, and Philadelphia American Life Insurance.
- Medicare Advantage Plans Medicare Part C plans combining hospital, medical, and often prescription drug coverage for Medicare-eligible seniors, distributed via the firm's Medicare-licensed agent channel.
- Critical Illness Insurance Supplemental health insurance providing lump-sum cash benefits upon diagnosis of a covered critical illness (e.g., cancer, heart attack, stroke), targeted at individual consumers seeking protection against high-deductible health events.
- Disability Insurance Income-protection insurance that pays a portion of earned income to policyholders who become disabled and unable to work, distributed to working-age individual consumers.
- Health Insurance Individual and family major medical health insurance plans distributed via carrier partners, offered to U.S. consumers seeking coverage outside of employer-sponsored plans.
- Long Term Care Insurance Insurance coverage for extended care services (e.g., nursing home, assisted living, in-home care) for individual consumers planning for chronic illness or aging-related care needs.
- Business Owner Retirement Plan Retirement plan solutions designed for small/mid-market business owners, combining qualified employer plans with owner-side tax-advantaged wealth accumulation strategies.
- Financial Planning Holistic financial planning service offered alongside insurance products, helping individual consumers and small business owners with retirement income, wealth protection, and insurance coordination strategies.
- Buy Data / Lead Lists Purchasable lead lists and consumer prospecting data sold to contracted independent insurance agents and agencies to support their sales and marketing activity.
- IMO / FMO Agent Contracting Services Contracting and back-office administration services for independent insurance agents and agencies, including day-one vested contracts, multi-carrier appointments, licensing support, and white-label co-branding of insurance products for agency partners.
Companies that use Allegiant Wealth Group
Customer profileSegments4 records
Ideal customer profiles3 records
Allegiant Wealth Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Allegiant Wealth Group partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- AetnacoreMajor health insurance carrier offering Medicare Advantage plans and health insurance products distributed through Allegiant Wealth Group
- ForesterscoreInsurance carrier offering life insurance products distributed through Allegiant Wealth Group
- National Life GroupcoreLife insurance carrier with products distributed through Allegiant Wealth Group's IMO network
- Prosperity Life GroupcoreLife insurance carrier whose products are distributed through Allegiant Wealth Group
- TransamericacoreMajor insurance and investment carrier offering various insurance products distributed through Allegiant Wealth Group
- American Memorial Life InsuranceminorInsurance carrier specializing in preneed insurance products, part of Assurant, distributed through Allegiant Wealth Group
- Gerber LifeminorLife insurance carrier known for children's and final expense insurance, distributed through Allegiant Wealth Group
- Mutual of OmahaminorInsurance carrier offering various insurance products including Medicare supplement and final expense coverage, distributed through Allegiant Wealth Group
- Philadelphia American Life InsuranceminorLife insurance carrier whose products are distributed through Allegiant Wealth Group's network
- Royal NeighborsminorInsurance carrier offering life insurance products, distributed through Allegiant Wealth Group
- NAPA (National Association of Professional Agents)minorIndustry association partnership or endorsement visible on company website
Scale indicators1 record
Recent moves6 records
Expansion highlights4 records
Allegiant Wealth Group competitors and assessment
Company assessmentDirect peers
- GoHealth: Medicare-focused insurance marketplace operating both online and through carrier partnerships. Comparable as a multi-carrier Medicare distribution intermediary with strong carrier relationships.
- Family First Life: Large national Independent Marketing Organization distributing life, annuity, final expense, and Medicare products through independent agents. Highly comparable IMO model, with white-label and carrier-vested contracting similar to Allegiant.
- e-TeleQuote: Telesales-led distributor of Medicare Advantage, Medicare Supplement, and annuity products. Highly comparable inside-sales distribution model in the same Medicare/annuity categories.
- Integrity Marketing Group: Leading national IMO that partners with and acquires smaller IMOs and agencies to distribute life, health, and Medicare products. Most relevant comparable as a competing IMO platform with similar recruiting focus.
- SelectQuote: Telephonic insurance distribution company specializing in life and Medicare products through inside sales. Comparable GTM motion to Allegiant's phone-based quote generation.
- AmeriLife: Direct-to-consumer and agent-sold distribution platform for life, health, annuity, and Medicare products. Operates with a similar IMO/FMO model but at materially greater scale and product breadth.
Broad incumbents
- National Western Life Insurance Group: Annuity and life insurance carrier with substantial IMO/FMO distribution. Comparable as a carrier Allegiant products could potentially overlap with, and as an IMO-style incumbent.
- Transamerica: Major life insurance and annuity carrier and one of Allegiant's core distribution partners. Comparable as the upstream carrier shaping product economics for IMOs like Allegiant.
- Mutual of Omaha: Diversified insurance carrier with strong Medicare Supplement and final expense franchises. Comparable as a listed carrier partner and structural incumbent in Allegiant's core product lines.
Others
- MediaAlpha: Programmatic customer acquisition platform for insurance and other vertical leads. Comparable as a lead-generation infrastructure provider competing against Allegiant's Buy Data service.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Allegiant Wealth Group social profiles
Digital presenceAllegiant Wealth Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Allegiant Wealth Group leadership team
Management profileNumber of profiles
Profiles3 records
Allegiant Wealth Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Allegiant Wealth Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Allegiant Wealth Group
What does Allegiant Wealth Group do?
Allegiant Wealth Group is an Independent Marketing Organization (IMO) that distributes life, health, wealth, Medicare, and retirement insurance products from multiple top-rated carriers to consumers via a network of contracted independent agents and agencies. The firm also provides agent/agency contracting support, lead/buy-data lists, and white-label product co-branding for agency partners.
Is Allegiant Wealth Group a public or private company?
Allegiant Wealth Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Allegiant Wealth Group founded?
Allegiant Wealth Group was founded in 2018. It employs 1 to 10 people.
Where is Allegiant Wealth Group based?
Allegiant Wealth Group is headquartered in Cumming, United States, in the North America region.
How does Allegiant Wealth Group make money?
One revenue line is on record: insurance Commission Revenue.
Who are Allegiant Wealth Group's main competitors?
Direct peers on record are GoHealth, Family First Life, e-TeleQuote, Integrity Marketing Group, SelectQuote and AmeriLife. Broad incumbents are National Western Life Insurance Group, Transamerica and Mutual of Omaha. MediaAlpha is listed as an others.
Does Allegiant Wealth Group have an API?
No public API is recorded for Allegiant Wealth Group.
What industry is Allegiant Wealth Group in?
Allegiant Wealth Group's product category is Insurance Distribution Services. Its primary akta.pro industry code is FSAAAAAM, Annuities & Investment-Linked Insurance Solutions (Retail), with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 5242 and its SIC code is 6411.