Insights

Benchmark International Successfully Facilitated the Transaction Between National Group Marketing Trust and New Era Life Insurance Companies

August 19, 2026

Benchmark International is pleased to announce the successful completion of the acquisition of the book of business of National Group Marketing Trust (NGM), a Dallas-area insurance marketing organization, by New Era Life Insurance Companies, a Houston-based provider of healthcare and insurance solutions.

Founded in 1998, National Group Marketing specializes in health, life, income protection and ancillary insurance products, supporting independent agents with product access, training, mentorship, marketing resources and back-office services. NGM has developed a strong presence in the health and life insurance marketplace and has maintained a longstanding relationship with Philadelphia American Life Insurance Company, part of the New Era Life family of companies.

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New Era Life is an insurance company that provides healthcare and insurance solutions for individuals, families, small businesses, and seniors. Its offerings include health plans, Medicare Supplement coverage, and other flexible insurance options designed around affordability and choice. Founded in Texas in 1924, New Era Life operates through a family of insurance companies and serves customers across 49 states.

The transaction will bring NGM's existing book of business into the New Era Life organization, providing customers and agents with continued access to insurance products and services while benefiting from New Era Life's resources, infrastructure and longstanding commitment to the insurance marketplace.

"We're pleased to have helped bring this transaction to a successful close. Benchmark International wishes both parties all the best in the next chapter."
- Haden Buckman, Associate Transaction Director, Benchmark International

Schedule a Call

Americas: Sam Smoot at +1 (813) 898 2350 / [email protected]

Europe: Michael Lawrie at +44 (0) 161 359 4400 / [email protected]

Africa: Anthony McCardle at +27 21 300 2055 / [email protected] 

 

ABOUT BENCHMARK INTERNATIONAL:

Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled transactions across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the Global M&A Network, as well as the #1 Sell-side Privately Owned M&A Advisor in the World by PitchBook’s and LSEG's Global League Tables.

The content provided by Benchmark International, including articles, blog posts, videos, and other media, is for general informational purposes only and does not constitute legal, financial, investment, or business advice. While we strive for accuracy, the information may be based on third-party sources, market trends, and evolving industry data that are not independently verified or guaranteed to be current or complete. Any opinions expressed are those of the authors and do not necessarily reflect the views of Benchmark International. Market trends, forecasts, and forward-looking statements are inherently uncertain and subject to change. Nothing in our content should be relied upon as a substitute for personalized advice from qualified professionals. Benchmark International disclaims all liability for any loss or damage resulting from reliance on this content. Always consult with appropriate experts before making business decisions.

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