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American Alliance Marketing Group and AmeriLife's Pinnacle Financial Services have formed a strategic partnership to expand their health distribution network, focusing on Medicare and senior health insurance. This alliance aims to enhance service delivery and growth by integrating resources and expertise. American Alliance will operate under AmeriLife, leveraging Pinnacle's resources to expand its presence, particularly in the south-central U.S. The partnership underscores a commitment to innovation and exceptional service in the health insurance distribution space.
Reunion has solidified its position as the top choice for tax credit transactions with a record transaction volume and multiple purchases from corporate buyers. The platform, specializing in clean energy tax credits and compliance, recently oversaw a significant number of deals in San Francisco on December 17, 2025. This success demonstrates the trust and confidence in Reunion from various businesses seeking tax credit solutions.
A recent partnership in New York has combined investment expertise tailored for insurers specializing in annuities. On December 16, 2025, 42 AM, LLC (also known as "42 Asset Management") unveiled a collaboration aimed at providing long-term support to insurance companies with a focus on annuity products. This partnership is set to bring unique insights and strategies to the insurance industry, offering a specialized approach to investment management.
Monroe Capital LLC has arranged a senior credit facility to support the growth of SDG Corporation, a managed cybersecurity services provider. This financial move, backed by private equity sponsor Recognize Partners, aims to enhance SDG's expansion efforts. SDG specializes in identity and access management, threat, and risk, with a workforce of 400 professionals in the US and India.
Seeking Alpha analysts Stephen Ayers and Edmund Ingham discuss the current state of health insurance stocks. Ayers sees potential in companies like UnitedHealth leveraging AI for efficiency, despite some risks. Ingham notes a tough 2025 but is optimistic for 2026 due to higher Medicare Advantage payments and premium adjustments. He believes insurers are a 'buy' now, citing potential recoveries and dividends. Oscar Health's future depends on policy decisions. Overall, both analysts see opportunities in the sector.
