we are American life agency. an advisor company

We Are helping our clients all over the world
to create solutions for their future



we are helping families reach their financial goals

We Are American Life Agency. Integration - Insurance- Peace Of Mind

We Are helping our clients all over the world
to create solutions for their future

We Are American Life Agency.

We Are helping our clients all over the world
to create solutions for their future

We Are American Life Agency, We Are An Advisory Company. Integration - Insurance-Peace Of Mind.

We Are helping our clients all over the world
to create solutions for their future

and
help families reach their financial goals
It's all about fiduciary!



See why getting old is not a bad thing when you have us on your side

Don't pay the cost of waiting

following your investment objective and risk tolerance.
it's what makes us different
Asset Management

We have spent countless hours listening to clients. We have constantly questioned whether industry best practices are truly best. (Hint: they usually aren’t for high achievers) we have learned how behaviors should be matched to investment decisions. See how private investments should be added to public strategies. With that in hand we move you forward to a great retirement.

  • We employ strategic planning tactics in all our business/portfolio management practices. We are proponents of Sun Tzu, The Art of War tenet that is as follows: “When your strategy is deep and far reaching, then what you gain by your calculations is much, so you can win before you even fight. When your strategic thinking is shallow and nearsighted, then what you gain by your calculations is little, so you lose before you do battle. Much strategy prevails over little strategy, so those with no strategy cannot but be defeated. Therefore, it is said that victorious warriors win first and then go to war, while defeated warriors go to war first then seek to win.”
Asset Statements Consolidation

Good news! As more and more investors look to manage their finances with technology, we’re in the best position to deliver an unmatched digital experience Providing an interactive wealth management platform for our clients, features an intuitive interface, powerful integrations and multiple financial planning options to meet your every need. We aggregate accounts from clients so they have the ability to understand and manage their asset within a single, secure tool. .

Portfolio Analytics

Our state of the art software provides consolidated performance reporting information that is updated daily. We can include your company 401(k) accounts and many other outside holdings in one handy portal.

  • We monitor and evaluate your money and mutual funds regularly to identify relative performance.
  • Review of overall portfolio performance helps assess achievement of your long-term objectives.
  • Periodic portfolio rebalancing is applied, so that your portfolio remains consistent with your asset allocation strategy.
  • Your investment policy is reviewed and adjusted to reflect changing circumstances.
Asset Allocation

Strategic Asset Allocation approach uses Our six investment models with different levels of risk or volatility. Unlike our Tactical approach, the Strategic models maintain asset class exposure despite market or economic conditions. This approach appeals to clients preferring to maintain full exposure. We will maintain full exposure to selective asset classes regardless of our outlook. As the name implies, a strategic balanced portfolio includes multiple asset classes and is designed to achieve a long-term asset allocation objective. The weights of the various asset classes are pre-determined, and the portfolio is periodically rebalanced to ensure that over time the asset class weights reflect the pre-determined or “strategic” mix. In other words, there is no attempt on our part to purposely deviate from the strategic weights in order to add value. If the latter approach appeals to you, please reference our Tactical Asset Allocation approach. The emphasis of the Strategic approach is to preserve the fixed asset allocation weights because they ultimately relate to a larger performance objective. For example, in a defined benefit pension plan, the weights should reflect a level of risk appropriate to meet plan liabilities. For a foundation or endowment fund, the asset allocation will address spending needs. In a 401k plan, the asset mix is designed to address an investor's time horizon and risk tolerance

  • A target Asset Allocation is selected that is consistent with your goals, time horizon and risk profile to achieve the highest expected return within your desired level of risk
  • Portfolios are designed using sophisticated modeling techniques, incorporating a unique combination of capital market forecasts and historical information, to identify an asset allocation suitable to your investment goals and objectives.
  • We will help you establish a Risk Profile that is designed to accomplish your goals balanced with an acceptable level of risk and portfolio volatility.
Life Insurance

Life insurance isn’t for the person who dies—it’s for those who are left behind. When shopping for life insurance, consider needs such as replacing income so your family can better maintain its standard of living, as well as paying for your funeral and estate costs. As a rule of thumb, you should seek coverage between five and seven times your gross annual income. As far as the various types of life insurance policies go, they can generally be placed into one of two categories: Term and Permanent. Term insurance generally provides coverage for a specified period of time and pays out a specified amount of coverage to your beneficiary only if you die within that time period. You pay the same amount of premium from the first day of the policy until the term ends. Permanent insurance, on the other hand, does not need to be renewed. A permanent insurance policy will stay permanently in effect for the rest of your life so long as premiums continue to be paid or is structured to be “paid up” at some point in the future.

  • Having the appropriate amount and type of insurance is critical to protecting our clients from unexpected events that could derail their future financial goals. We will analyze the amount of life insurance coverage needed, review any current policies, and work with our clients’ insurance agents to recommend modifications or obtain additional coverage. We can also address the need for disability income insurance and long-term care insurance, and help make sure property & casualty coverage and personal liability coverage is appropriate.
creating Wealth
services we provide
Trade on over 100 exchange centers in 24 countries.
Global Access

Direct market access to stocks, options, futures, forex, bonds, ETFs, Mutual Funds

Financial Strength and Stability

Strong capital position, conservative balance sheet and automated risk controls

Advanced Trading Tools

Platform supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help execute a wide variety of trading strategies.

Best Price Execution

Searches for the best firm stock, option, and combination prices available at the time of your order, and seeks to immediately execute your order electronically.


Accounts are accepted from residents of all countries except those countries that are prohibited by the US Office of Foreign Assets Control. Click here for a list of available countries.


FINRA BrokerCheck reports for American life Agency Inc, and its investment professionals are available at www.finra.org/brokercheck

SEC # 801-107730 , FINRA CRD # 283685

Securities offered through Interactive Brokers LLC. Member NYSE, FINRA, SIPC. One Pickwick Plaza, Greenwich, CT 06830 USA. Phone: 1 (877) 442-2757. and regulated by the US Securities and Exchange Commission.

Investment advisory services offered through American Life Agency, Inc an SEC Registered Investment Advisor.