Main Office: (800) 424-3978

Who Is Summit

Welcome to Summit Alliance

Larry K Anders

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

Summit Alliance Financial 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 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!

Summit Alliance Financial, LLP is part of the Summit Alliance Companies, headquartered in Dallas, Texas.

The group also includes Summit Advisor Solutions, an investment management and research firm, and Benefit Harbor a technology firm specializing in benefits administration solutions. This structure gives us the financial stability, relationships, and resources of an industry leader with the freedom and spirit of an innovator.

Dallas Office

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

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