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As a leading independent distributor of income protection and retirement solutions, Ai Merchantry connects a nationwide network of licensed advisors with top-rated carriers and innovative financial products. Our platform supports advisors with turnkey systems, training, and technology—empowering them to deliver trusted, client-first solutions at scale.
At Ai Merchantry, our nationwide team of insurance specialists partners directly with clients of financial advisors—delivering personalized support in estate planning, tax strategies, business succession, charitable giving, and life insurance. By serving clients locally, often face-to-face, we help advisors offer a truly comprehensive planning experience without stepping outside their core expertise. We act as a single, trusted resource for all insurance planning needs.
AiM2 Elevate™ and LifeLink™ is an intuitive, proprietary software solution built to simplify the insurance process for consumers. Designed by industry experts, LifeLink™ eliminates the pressure of traditional sales conversations, allowing individuals to quote, compare, and apply for coverage in minutes—on their own time. This efficient, user-friendly experience makes getting coverage faster, less intimidating, and more empowering. Clients who use LifeLink™ report submitting 75% more applications, thanks to a smoother, more transparent journey from start to finish.
Ditch the pressure and take control. With AiM2 Elevate™ and LifeLink™, you can quote, compare, and apply for life insurance in minutes—no agents, no hassle. It’s fast, easy, and 75% more effective. Ready? Run your own quote now.