Agent growth focus Target independent agents and agencies seeking scalable marketing support for life, LTC, and annuity products, highlighting American Financial Marketing as a simple, reliable partner to expand agents' book of business.

Market positioning Leverage the national wholesale model to offer brokers a streamlined access point to a broad product suite, differentiating from larger incumbents by emphasizing ease of doing business and right-fit marketing infrastructure.

Technology readiness Promote a modern tech stack and cloud hosting that can integrate with agents’ CRM and digital channels, underscoring reliability, performance, and potential for data-driven marketing collaborations.

Financial viability Position as a financially viable partner with mid-market revenue in a favorable growth trajectory, appealing to distributors seeking steady, scalable revenue streams and partner stability.

Competitive alignment Identify opportunities to align with mid-tier agencies and regional players currently competing with mid-sized firms, offering differentiated marketing support and product access to capture share from larger incumbents.