ORLANDO, Fla., April 12, 2023 — Lifeley, a technology-driven insurance intermediary organization (IMO), has acquired Certainty Financial Group (CFG), a California-based insurance agency with thousands of agents and millions in annual premium production as of 2022.
Strategic Integration
The acquisition integrates CFG's entire book of business into Lifeley's operations. CFG leadership will take on mentorship and recruiting roles within Lifeley's sales division, bringing deep industry expertise to support the company's continued growth.
Agents from Certainty Financial Group gain immediate, exclusive access to Lifeley.tech — Lifeley's proprietary agency management platform — giving them access to industry-leading tools for lead management, sales automation, recruiting, onboarding, and marketing.
A Message from Peter Strack, CEO
"Certainty Financial Group is a synergistic addition to Lifeley. Our industry-leading tech combined with CFG's unparalleled mastery of life insurance adds depth to Lifeley's product diversity."
— Peter Strack, Chief Executive Officer, Lifeley
About Lifeley
Lifeley is a fintech company founded in 2021 by serial entrepreneur Peter Strack. The firm optimizes processes in life insurance by providing technology solutions for agents, agencies, IMOs, FMOs, and carriers. The company is backed by The Strack Group.