AMG Insurance & Financial Company
  • Home
  • About Us
    • History of AMG
    • Meet Your Team
  • Agent Tools
    • How-To Videos
    • Quote Engines
    • Carrier Forms
    • Quote Requests & Client Tools
    • E-Application Submissions
    • Policyholder Services
    • Carrier Commission Payment Schedules
    • Contracting
    • Medical Questionnaires
    • Paramedical Exams
    • Carrier Matrix
    • Underwriting
    • Virtual Sales Assistant
    • LTC Cost Calculator
  • The AMG Difference
    • News & Product Updates
    • Upcoming Events >
      • Kick-Off Meeting
      • The 46h Annual Massey Classic
      • 2023 Leaders' Convention
    • Current Contests
  • Products & Services
    • Life Insurance
    • Annuities
    • Disability
    • Long-Term Care
    • Simplified and Guaranteed Issue
    • Life Settlements
  • Contact

AMG Insurance & Financial Company
Who We Are

Meet Your Team

Picture

Sam Massey
President

READ BIO
With 40+ years of experience in sales and management, Sam Massey has made a career of working with agents in establishing new markets, expanding client base, and maximizing production.  Sam blends his knowledge of the industry with a unique ability to develop mutually beneficial relationships with those he serves.

Sam is a graduate of Georgia College in Milledgeville, Georgia. He established AMG in Athens in 1984 and has been a member of the Million Dollar Round Table. He can be reached at smassey@amgida.com.

Our Regional Relationship Directors

Picture

Sam
​Massey, Jr.

​Regional Sales Director

READ BIO
Sam Massey, Jr has been with AMG since January of 2003. He has learned the inner workings of the organization by working in every department throughout his career. He currently holds the position of Regional Sales Director and works with our other RSDs and producers in the field.

He is married to Morgan Massey and they live in Athens, GA with their daughter (Lucy) and son (Tripp).  He can be reached at smasseyjr@amgida.com or 706-995-5048.
Picture

Dale
​Stephens

Regional Sales Director

READ BIO
Dale began his insurance career in 1976 as a personal producing agent. He moved into a home office-based marketing position for a major life and disability carrier in 1979, where he worked with agents from all 50 states.  In 1984 he moved to Atlanta and was promoted to Regional Vice President for the southeast.  From 1984 to 2005 he was responsible for the marketing of Life, disability and annuity products through the recruitment and management of relationships with independent producers in as many as 7 southeastern states for two different major carriers. 

​Dale joined AMG as a recruiter/marketer in 2005. He can be reached at dstephens@amgida.com.
Picture

Charlie
​Nash

Regional Sales Director

READ BIO
Charlie Nash has been with AMG for over 10 years. Currently he is a Wholesale Marketer & Recruiter. Prior to joining AMG, he spent 31 years with the University System in Georgia. He has a BBA from UGA. He has his Life & Health licenses. He is married to Melanie and has two children. He enjoys an occasional round of golf, traveling with the "Bloom Group", any sports event the DAWGS play in, and of course, watching his grand kids grow up. He is a member of First Baptist Church, Classic City Kiwanis, Athens Area Insurance & Financial Advisors, and Georgia Retired Educators Association. He can be reached at cnash@amgida.com. 
Picture

Stephanie Boulware
Regional Sales Director

READ BIO
Stephanie was raised in Buford, GA and attended Valdosta State University where she graduated Summa Cum Laude. In her free time, Stephanie enjoys being in the outdoors, crafting, and playing with her miniature Australian shepherd, Blaze.
She can be reached at sboulware@amgida.com or 706.995.0181.

Case Management & Case Design

Picture

​​Crystal Fletcher
Case Manager

READ BIO
​Crystal Fletcher joined AMG as a Case Manager in December of 2020. Prior to joining the AMG, Crystal worked as the Deputy Clerk for the State Court of Jackson County. She received her Bachelor degree in Finance from the University of North Georgia in Gainesville.
Crystal resides in Jefferson, GA with her husband Jon, and two children.
You can reach Crystal at 706-995-5051 or cfletcher@amgida.com
Picture
Ben Egger
Case Designer
READ BIO​
Ben Egger is an Athens native, born at St. Mary's on Baxter St in 1980. 

He received a Baxter Street education as well, starting at one end with Alps Road Elementary and working down the street to Clarke Middle, Clarke Central, and all the way down to the University of Georgia on the other end.  After a few years in South Carolina, and a few more in Augusta, GA, Ben returned to the Athens area where he resides with his son.

You can reach Ben at ben@amgida.com or 706-995-5053.
Picture

Sally Sadler
Case Manager / Marketer

READ BIO
Sally joined AMG in October 2012.  She previously worked as the office manager in the Atlanta Transamerica career agency / Brokerage General agency  for 30 years.  In addition to the day to day office management functions at Transamerica she also worked with producers assisting with illustrations and  new business processing.  She now works with Dale Stephens and Susan Sadler as new business case manager and assisting with illustrations and case design. She can be reached at sally@amgida.com.
Picture

Susan Sadler
Case Manager

READ BIO
Susan joined AMG in January of 2010.  She began her career in the life insurance business in 1984.  She has worked for personally producing agents and in the southeastern regional sales offices of two major life insurance carriers.  Susan began working with Dale Stephens in 1988.  She functions as case manager for all agents in Dale Stephens’ production group. She can be reached at ssadler@amgida.com.

Annuities Division

Picture

Megan Pfeiffer
Annuities Sales Director

READ BIO
Megan has over 20 years in the Financial Services Industry.  Her experience includes wholesaling products at both the individual advisor level as well as to Broker Dealers to establish Selling Agreements and grow overall product distribution. Megan's experience includes annuity sales as Regional Sales Director for  Nationwide Financial and National Key Account Manager with USAllianz.  She was integral in building their current distribution from the ground up. Megan served as Vice President Advisory Services for FSC Securities in Atlanta and promoted Alternative Investments for Walton International.   

Megan attended Miami University (Oxford, OH) and grew up in Roswell.  She can be reached at megan@amgida.com or 678-951-7917.
Picture

Dana Leyva
Annuities & Securities Internal

READ BIO
Dana started with AMG in August of 2015.  She has 15+ years’ experience in marketing, financial services, business analysis, and administration.
Prior to working for AMG, Dana spent 13 years as a business analyst for AIG Advisor Group in their fee-based division.

Dana is an Annuities Internal and specializes in helping agents navigate the administrative side of annuity products.  From product illustrations to application submission and issue, she is focused on getting your business approved as quickly and painlessly as possible.  

Dana grew up in Michigan and attended Delta College and the University of Michigan. She lives in Georgia with her husband and two children. She spends her free time reading and picking up after her children.
​
You can reach Dana at dana@amgida.com or 706-995-5056.

Contracting & Licensing

Picture

Kelly Cody
​Contracting Coordinator

READ BIO
Kelly joined AMG in June 2022 as the Contracting Coordinator.  Prior to joining AMG, Kelly spent 15 years in healthcare management. Kelly is an Athens area native where she still resides with her two children. ​
She can be reached at kcody@amgida.com or 706-600-1177

Operations

Picture

Tracy Zeilenga​
VP of Operations

READ BIO​
Tracy Zeilenga joined AMG as Operations Coordinator in March of 2013. Prior to joining The Agents' Marketing Group, Tracy worked as Office Manager at a healthcare technology company based out of Roswell, GA.

Tracy was raised in a small town in Northwest Indiana, near Chicago, and now resides in Watkinsville, GA with her husband, Mark, and four children.

You can reach Tracy at tracy@amgida.com or 706-995-5052. 
Picture

Tricia Massey
Chief of Everything

READ BIO
Tricia Massey has been with AMG since 1984. Tricia helps out with production, convention points and planning events. She is the wife of Sam Massey, Sr. and enjoys traveling with friends and family.

​She can be reached at 
tmassey@amgida.com.
Picture

Tabatha Fleming
Operations Assistant

READ BIO​
Tabatha joined AMG in June 2021.
She can be reached at tfleming@amgida.com or 706-995-5054
Picture

Morgan Massey
Operations Consultant

READ BIO
​Morgan Massey graduated from Georgia College & State University in 2006 with a B.A. in Business Administration. She has been with AMG since Spring 2009 and helps Sam Massey, Jr. with his personal clients. She and Sam live in Bogart with their children, Lucy and Tripp, and dog, Abby.

Advisors

Picture

Julie Jenkins​
Insurance Advisor

READ BIO​
​Julie has been with AMG since 1986.  She has worked in almost every department of AMG as well as the DI department at Protective Life’s home office.  She currently assists Sam with policyholder service and personal sales.

Julie attended the University of Georgia and graduated from Georgia College. She is married to Michael Jenkins and they have two cats, Buster and Butterbean, and one dog, Benjamin. 
You can reach Julie at julie@amgida.com.

Accounting Department

Picture

Angela Brown 
Director of Finance 

READ BIO
Angela Brown is a Navy Brat and Army Vet (Desert Storm) from Athens, Ga. She has lived in Virginia, Tennessee, and Texas but calls Georgia her home. After working twenty years in the accounting field, she earned her Bachelor of Science degree in Accounting from Colorado Technical University Online in 2018 and is currently pursuing her master’s degree in Accounting and Financial Management from DeVry’s Keller Graduate School of Management online. She currently resides in Athens with her husband and three children. 

You can reach her at 706-995-5041 or abrown@amgida.com
Picture

Lynn Jones
Production Specialist

READ BIO
Lynn Jones works in the Accounting Department alongside Angela Brown. She is primarily responsible for verifying commissions and tracking production for our Premier Partners Program.

She can be reached at lynn@amgida.com.

Want to know more?

Contact Us

"Our Passion is Your Success."

We provide best-of-class products, friendly service, convenient technology, dynamic training,
​and opportunities for meaningful collaboration among peers.  

37 Years

As an independent, family-owned and operated broker-dealer. 

30+ National Carriers

For Life, Annuities, GTD UL, Term, LTC, DI, and Fixed products.

A Member of IDA

IDA is one of the country's oldest and most successful independent life insurance marketing groups with more than 50 offices in the U.S., serving over 85,000 agents and advisors.

AMG Insurance & Financial Company

Monday - Thursday: 8:00 a.m. - 5:00 p.m. (EST)
Friday: 8:00 a.m. - 4:30 p.m. (EST)
Athens Office
3651 Mars Hill Road
Building 2600
Watkinsville, GA, 30677
Toll-Free: 800-255-6641
Local: 706-543-7346
​Fax: 706-546-0564
See Location
Atlanta Office
615 Colonial Park Drive
Unit 201
Roswell, GA, 30075
Toll-Free: 877-255-6641
Local: 678-461-2055
​Fax: 404-719-5251
See Location
Site powered by IXN Tech
  • Home
  • About Us
    • History of AMG
    • Meet Your Team
  • Agent Tools
    • How-To Videos
    • Quote Engines
    • Carrier Forms
    • Quote Requests & Client Tools
    • E-Application Submissions
    • Policyholder Services
    • Carrier Commission Payment Schedules
    • Contracting
    • Medical Questionnaires
    • Paramedical Exams
    • Carrier Matrix
    • Underwriting
    • Virtual Sales Assistant
    • LTC Cost Calculator
  • The AMG Difference
    • News & Product Updates
    • Upcoming Events >
      • Kick-Off Meeting
      • The 46h Annual Massey Classic
      • 2023 Leaders' Convention
    • Current Contests
  • Products & Services
    • Life Insurance
    • Annuities
    • Disability
    • Long-Term Care
    • Simplified and Guaranteed Issue
    • Life Settlements
  • Contact