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Dallas: (800) 424-3978
Houston: (800) 358-6114
Philadelphia: (800) 424-3978 x132

Summit Alliance Financial, LLP


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Welcome to Summit Alliance Financial, LLP

“DISTRIBUTION is the most important link in the chain!”
Larry K. Anders, CEO, Summit Alliance Financial, LLP

Summit Alliance Financial, LLP is a 50 year old Life Insurance and Annuity brokerage general agency.
As 1 of the 5 largest independently owned agencies in the country, we have outstanding relationships with the major life insurance and annuity carriers in the industry.

Summit Alliance Financial, LLP has been the leading general agency for Transamerica Insurance & Investment Group for the past 15 consecutive years. We are proud of both this partnership and our ability to maintain the objectivity required to show you the very best solutions from all carriers.

We have earned a national reputation as experts and “thought leaders” in:

  • Large Case Underwriting
  • Advanced Planning and Complex Case Design
  • Comprehensive Case Management

Put our expertise and “Cutting Edge Sales Ideas” to work for you!

Note: The names Summit, Summit Alliance, and Summit Alliance Financial are all used throughout this website to mean Summit Alliance Financial, LLP, one of the Summit Alliance Companies.

Dallas Office

14785 Preston Road
Suite 1000
Dallas, TX 75254
(800) 424-3978 TOLL FREE
(972) 247-5300 DIRECT
(972) 484-5981 FAX

Houston Office

510 Bering Drive
Houston, TX 77057
(800) 358-6114 TOLL FREE
(713) 953-9900 DIRECT
(713) 783-7812 FAX

Philadelphia Office

(800) 424-3978 x132
(610) 518-4860 DIRECT
(267) 200-0688 FAX



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