Seeman Holtz continues expansion, acquires AZ-based firm

Distributor continues to acquire independent agencies across America

Seeman Holtz continues expansion, acquires AZ-based firm

Insurance News

By Lyle Adriano

Seeman Holtz Property & Casualty has completed its acquisition of Senior Advisory Group in Scottsdale, AZ.

“We have a history of connecting top professionals and their clients with leading insurance solutions,” said Seeman Holtz Property and Casualty president Marshal Seeman. “The strategic acquisition of Senior Advisory Group allows us to expand our reach into the financial and retirement services markets.”

Senior Advisory Group is a national distributer of annuity and life insurance. It has “exclusive access to industry-leading products and services” as part of the Annexus Group.

“We are committed to offering innovative insurance and retirement solutions to our tens of thousands of current clients,” commented Seeman Holtz executive vice-president and CMO Eric Holtz. “Senior Advisory Group offers access to a nationwide network of advisors that can help continue to deliver on this objective.”

A release noted that Seeman Holtz’s Patrick Jeffers will lead the management of the new acquisition.

The acquiring company said that it “continues to target high-quality independent agencies for strategic expansion and continued growth throughout the United States.”


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