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STATES
50
PROTECTION IN FORCE
$6,695,893,929
ASSETS UNDER ADMINISTRATION
$1,620,775,807
CLIENTS
11,002²
Note: All figures reflect policies and contracts of the primary servicing agency. ¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2021. ²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts. 3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2021). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. ⁴Represents Dividends paid in 2021 on Whole Life policies, excluding closed and surrendered policies. ⁵Represents all Life and Disability claims paid in 2021.
Planning with purpose
Every individual has a purpose. It’s your reason for getting up in the morning and what motivates you to take action.
Whatever your ‘why’ - we build a future that aligns your needs, values, and aspirations with the impact you want to have in your world.
Build a Meaningful Career in Financial Services
The financial services industry offers a unique opportunity to combine purpose, flexibility, and long-term growth.
At Alliance Financial Group, you can build a career with support, mentorship, and a team behind you while creating a future for yourself and the families you serve.
Hosted By: Mike Longo ft. Erin Graham
Full episodes available on:
Spring break may look like a simple week off from school, but financially it can turn into one of the most expensive weeks of the year. In this episode of Business Casual, we break down the hidden costs behind spring break travel and why so many families underestimate the true price of vacations. Hotels and flights have risen nearly 10% due to inflation, and once you add in transportation, lodging, excursions, dining, and entertainment, the total cost often ends up double what people originally planned.
We also explore the massive economic impact of spring break on Florida and other tourist destinations. In some towns, March and April can generate up to 50% of the entire year's tourism revenue, making spring break one of the most important economic periods of the year.
Beyond the travel costs, we discuss the financial ripple effects many families don't plan for:
• Camps and childcare when kids are off school
• The rising cost of family vacations
• Credit card spending and new debt during travel season
• Hidden expenses like rideshares, excursions, and dining
• Peer pressure and “keeping up” with other families
One surprising statistic: March is the highest month for new credit card enrollments among 18–24 year old's, often tied to spring break spending.
Whether you're planning a vacation or just trying to understand where your money goes during travel season, this episode breaks down the financial reality behind spring break and why planning ahead can make a huge difference. If you're budgeting for vacations, travel, or family expenses, this conversation will give you a clearer picture of how to plan smarter.
Business Casual Podcast
EXCLUSIVE TOOLS
The Living Balance Sheet®
Unlock a new narrative of all things related - finances. Start your wealth building journey right by simplifying the storyboard that narrates your financial life - and keep it all in one safe place. We are proud to provide a one-of-a-kind tool that tracks and reports your finances in real-time, securely stores documentation, plus access to countless educational recourses and calculators to help you maximize your money now and in your future.
Connect the dots between all established accounts with our Wealth Building Account as you monitor your progress, in real-time, on the LBS website or mobile app.
The Wealth Building Account process works in conjunction with the financial plan established and illustrated on your Living Balance Sheet.
Together, you achieve greater clarity into what’s going on in your world but also serves as an effective tracking mechanism to understand how good of a job you are doing in saving, how much excess cash flow is building up into your Wealth Building Account, and how much excess cash flow you have going into the account versus going out. Your “flow” allows your licensed advisor to make accurate determinations on how to optimize the use of that excess money towards your established goals.