Gallagher Acquires 3D Advisors to Enhance Life Insurance and Annuities

Arthur J. Gallagher & Co. has strategically acquired 3D Advisors, a brokerage general agency based in Shelby Township, Michigan. Specializing in life insurance, annuities, and long-term care solutions, 3D Advisors focuses on services tailored for financial advisors. This acquisition aims to enhance Gallagher’s employee benefits consulting and expand its brokerage capabilities, although the specific financial terms remain confidential.

This merger integrates a focused distribution business into Gallagher’s expansive platform, boosting its life and annuity brokerage services. This move is poised to benefit financial advisors by providing enhanced access to carrier relationships, product selection support, and sophisticated case placement design.

The leadership of 3D Advisors, including Jim DiDonato, Matt DiB, and Chuck Dib, will maintain their roles, continuing from Michigan under the guidance of Luke Kaplan, Managing Director of U.S. Financial and Retirement Services at Gallagher. This acquisition is aligned with Gallagher's plan to expand through selective acquisitions, meeting market demands for retirement income planning and long-term care funding.

Gallagher, a global leader in insurance brokerage, risk management, and consulting, operates in approximately 130 countries, providing extensive services through its network. By integrating 3D Advisors, Gallagher aims to bolster its life insurance and annuity offerings, ensuring consistent client servicing with the existing 3D Advisors team and structure.

J. Patrick Gallagher, Jr., Chairman and CEO, expressed enthusiasm for the acquisition, stating, “3D Advisors is a highly regarded agency that will expand our life insurance and annuity brokerage offerings. I am very pleased to welcome Jim, Matt, Chuck and their associates to Gallagher.”