Integrity Marketing Group

Integrity Marketing Group, LLC is a prominent provider of life and health insurance products, specializing in serving the senior market. Established in 2006 and headquartered in Dallas, Texas, the company offers a comprehensive range of insurance solutions, including Medicare supplements, Medicare Advantage plans, life insurance products, and various annuities. Integrity also provides long-term care products and final expense insurance, along with preneed products designed to alleviate future financial burdens. In addition to its insurance offerings, the company delivers consulting services such as product development and marketing management. Integrity Marketing Group collaborates with leading insurance carriers and distributes its products through a vast network of agents across the United States, thereby assisting clients in protecting their life, health, and wealth. The company also maintains additional offices in multiple states to support its expansive operations.

Bryan Adams

Co-Founder, CEO and Board Member

Victor Sanchez

Vice President

40 past transactions

Innovative Underwriters

Acquisition in 2024
Innovative Underwriters is a brokerage agency specializing in comprehensive financial services. It partners with various insurance carriers to offer a range of products, including life insurance, disability income, and long-term care, helping individuals safeguard their financial future. The company supports financial professionals in building successful businesses that foster client confidence and trust.

American Health Plans

Acquisition in 2022
American Health Plans is a finance company focused on providing high-quality health insurance solutions at affordable prices. The company offers a wide range of insurance products designed to meet the needs of individuals, families, and small businesses. Its services include medical health insurance, short-term major medical insurance, fixed benefit plans, group health insurance, life insurance, and insurance renewal services. By offering a diverse array of health and life insurance options, American Health Plans aims to deliver comprehensive coverage and support to its clients.

Compass Group Insurance

Acquisition in 2022
Compass Group Insurance is a full-service insurance marketing organization that specializes in assisting seniors with their insurance options. The company provides support to insurance agents throughout the United States, offering training focused on Medicare Advantage, Medicare supplement coverage, and hospital indemnity products. By equipping agents with the necessary knowledge and resources, Compass Group Insurance helps seniors better understand and navigate their healthcare options, including Medicare products, Affordable Care Act plans, and health-sharing plans.

Heartland Financial Group

Acquisition in 2022
Heartland Financial Group is a provider of Insurance and Medicare Supplements.

Richman Insurance Agency

Acquisition in 2022
Richman Insurance Agency is a life insurance industry. Richman Insurance Agency specializes in mortgage protection, final expense, and retirement planning.

Gladstone Wealth Group

Acquisition in 2022
Gladstone Wealth Group is a provider of advisory services focused on financial planning and support for independent financial advisors. The company offers a comprehensive suite of tools and resources designed to facilitate the establishment and growth of independent advisory businesses. These services include transition assistance, full-time compliance support, marketing help, human resources support, and administrative assistance. By centralizing essential business functions, Gladstone Wealth Group enables its clients to mitigate risks and simplify their transition to independence, ultimately helping them reach their maximum potential in the financial advisory sector.

Annexus

Acquisition in 2022
Annexus is a financial services company based in Scottsdale, Arizona, specializing in retirement investment advice. The firm develops innovative retirement income products, including fixed indexed annuities and indexed universal life insurance, aimed at assisting financial institutions and professionals in enhancing their clients' retirement savings. By utilizing a gamma-efficient approach, Annexus enables its partners to provide tailored product benefits that cater to the needs of individuals seeking to secure their financial future. The company has established strategic partnerships with notable financial institutions, enhancing its reach and influence in the retirement planning sector.

PHP Agency

Acquisition in 2022
PHP Agency Inc. is a financial services organization based in Addison, Texas, specializing in insurance brokerage and marketing. The company partners with prominent insurance and annuity carriers to offer a range of life insurance products, including term life, no exam life, indexed universal life, and fixed indexed annuities. PHP Agency provides opportunities for individuals to pursue careers as life insurance agents, whether on a part-time or full-time basis, leveraging technology to enhance its services and outreach within the financial sector.

Annuity Agents Alliance

Acquisition in 2022
Annuity Agents Alliance specializes in turn-key digital, podcast, financial software, presentation annuity and marketing lead system.

Ritter Insurance Marketing

Acquisition in 2022
Ritter Insurance Marketing, LLC is a field marketing organization based in Harrisburg, Pennsylvania, with additional offices in Omaha, Nebraska; Uniondale, New York; Atlanta, Georgia; and Scottsdale, Arizona. Founded in 1993 and previously known as URL Financial Group, the company specializes in the senior life and health insurance markets, distributing products from various insurance carriers to licensed agents across the country. Ritter Insurance Marketing supports its agents by providing tools such as the Ritter Calendar for managing sales appointments, a Medicare Quote Engine for generating quotes, and various insurance contracts, including Medicare Advantage and final expense products. The organization emphasizes agent support over recruitment, offering resources like live assistance, online forms, and a lead management system to facilitate client interactions. Additionally, it engages agents through specialized applications and a Medicare blog that keeps them informed about industry developments. Through these services, Ritter Insurance Marketing aims to streamline the business processes for agents, allowing them to focus on growth and client service.

Ash Brokerage

Acquisition in 2022
Ash Brokerage is a brokerage general agency that specializes in providing a range of insurance products, including life, long-term care, disability insurance, and annuities. The company collaborates with insurance carriers to support licensed advisors, financial planners, and registered investment advisors in evaluating, placing, and servicing these financial products. By fostering strong relationships within the industry, Ash Brokerage aims to offer an innovative perspective on insurance, helping clients safeguard against future uncertainties and risks.

Applied General Agency

Acquisition in 2022
Applied General Agency is a prominent Medicare-focused Field Marketing Organization (FMO) that has established itself as the largest in the United States. The company is dedicated to supporting insurance agents and agencies by providing comprehensive marketing and back-office resources. These include customized marketing plans, customer relationship management tools, and extensive training programs designed to enhance agents' effectiveness in the competitive healthcare landscape. By partnering with nearly fifty insurance carriers, Applied General Agency empowers thousands of agents with the strategic tools and support necessary to succeed, helping them manage their responsibilities while increasing qualified leads.

The Health Insurance Place

Acquisition in 2022
The Health Insurance Place is an independent marketing organization that specializes in health insurance, life insurance, and annuities. With a focus on serving seniors, individuals, families, and employers, the company provides tailored insurance solutions designed to meet the unique needs of its clients. It operates convenient retail walk-in centers, allowing customers to access expert guidance and support in navigating their insurance options. By emphasizing personalized service, The Health Insurance Place aims to simplify the insurance process and help clients make informed decisions regarding their coverage.

Professional Insurance Planners and Consultants

Acquisition in 2021
PIPAC has been helping agents offer and service the highest quality health and life insurance products available since 1981.

Brokers Clearing House

Acquisition in 2021
Brokers Clearing House is a leading brokerage general agency based in the Midwest. The company specializes in assisting families with obtaining life insurance, focusing on providing comprehensive financial security solutions. Their offerings include life insurance, long-term care, disability, and annuities, ensuring clients have access to essential coverage for their protection.

Stateline Senior Services

Acquisition in 2021
Stateline Senior Services is a specialized firm dedicated to addressing the insurance and investment needs of individuals who are retired or approaching retirement. The company offers a comprehensive range of services, including assistance in securing optimal Medicare coverage and wealth planning to maximize retirement benefits. Additionally, Stateline provides advisory services related to mortgages, health plans, home care, estate and trust planning, long-term care insurance, and overall retirement planning. Operating primarily in North Central Connecticut and its surrounding areas, Stateline Senior Services focuses on managing investment portfolios and helping clients preserve their assets for a secure financial future.

Modern District Financial Solutions

Acquisition in 2021
Modern District Financial Solutions is an independent brokerage firm that specializes in providing comprehensive insurance and financial services. The company focuses on retirement planning and offers a range of products including Medicare supplements, life insurance, long-term care insurance, and fixed and equity-indexed annuities. By delivering tailored financial solutions, Modern District Financial aims to assist clients in securing their financial futures and navigating the complexities of insurance and retirement planning.

Oberlin Marketing

Acquisition in 2021
Oberlin Marketing is a dedicated brokerage that specializes in supporting agents, agency owners, and clients in the life and health insurance sectors. Established in 1987, the company has built a reputation as a trusted resource by prioritizing personal relationships and maintaining a strong moral foundation in its business practices. Oberlin Marketing provides a range of services, including back-office support, training, and technology integration, all designed to enhance agent success. The firm offers a variety of insurance products, including group health, individual health, short-term medical, long-term care, and Medicare supplements, thereby empowering insurance professionals to expand their businesses effectively.

FFL Capital

Acquisition in 2021
FFL Capital specializes in mortgage protection life insurance, final expense life insurance, retirement planning through universal life policies, and retirement protection through the use of fixed index annuities. We have multiple insurance carriers inclusive of Americo, Mutual of Omaha, and various others that we work with in order to be able to meet all the client's needs

Star Benefit Associates

Acquisition in 2021
Star Benefit Associates is a rapidly expanding field marketing organization located in Indianapolis, Indiana. The company specializes in providing support to agents navigating the complexities of the senior market, emphasizing relationship-building and service. It offers a range of premium products, including Medicare supplements, Medicare advantage plans, individual and senior dental plans, group dental options, life insurance, and small group self-funded plans. By equipping agents with access to top commissions, contracts, and carriers, Star Benefit Associates enables them to effectively serve their clients while maintaining a focus on quality and comprehensive service.

Garity Advantage

Acquisition in 2021
Garity Advantage provides life insurance, health insurance, and professional services.

Theodore Group

Acquisition in 2021
Distributor of life insurance products based in Kissimmee, Florida. The company specializes in mortgage protection, final expense and advanced markets and offers training services and support to agents, enabling clients to meet their life insurance needs.

Unified Health

Acquisition in 2021
Unified Health is a data-driven, technology-enabled call center that focuses on assisting Medicare beneficiaries in selecting appropriate Medicare plans. The company provides telesales brokerage services, evaluating customers' medical needs to offer tailored insights and assistance regarding available medical coverage options. By understanding individual requirements and financial considerations, Unified Health helps clients find coverage plans that best fit their unique situations.

Deft Research

Acquisition in 2021
Deft Research specializes in providing timely and reliable health insurance consumer insights and market information. The company focuses on understanding the shopping habits and motivations of seniors purchasing health insurance coverage. Through its syndicated market research, Deft Research analyzes consumer interests in different product types and evaluates marketing and distribution channels that effectively reach this demographic. This insight enables carriers, distributors, and marketers to refine their strategies for insurance products, ultimately enhancing their effectiveness in the competitive healthcare market.

Modern Insurance Marketing

Acquisition in 2021
Modern Insurance Marketing, Inc., founded in 1981 by Ron Osborne, is an independently owned insurance agency located in Wilsonville, Oregon. The company specializes in providing a wide range of insurance and risk management solutions tailored for families, individuals, and businesses. Its offerings include health insurance, Medicare, employee benefits, life insurance, commercial insurance, worker's compensation, as well as auto and homeowners insurance. By focusing on delivering excellent products, superior service, and competitive pricing, Modern Insurance Marketing aims to help clients protect themselves from future uncertainties and risks.

Brokers International

Acquisition in 2021
Brokers International is an insurance company that focuses on delivering comprehensive financial and marketing programs to support agencies and financial professionals. The company provides a range of services, including life insurance and retirement products, designed to help clients better serve their customers and enhance their business growth. In addition to insurance products, Brokers International offers various tools for managing business operations, sales, leads, compliance, branding, digital marketing, and customer loyalty. This suite of resources enables clients to effectively build their business and connect with more qualified leads, fostering overall success in the financial services sector.

Merit Insurance Services

Acquisition in 2021
Merit Insurance Services is a brokerage firm located in West Hartford, Connecticut, specializing in a range of insurance products including Medicare, long-term care, life insurance, disability insurance, annuities, and senior benefits. The company is dedicated to delivering high-quality service and education to insurance professionals, fostering a reputation for excellence in support and sales strategies. Merit Insurance Services focuses on empowering its clients with the knowledge and resources necessary to navigate the complexities of insurance, ensuring they can make informed decisions regarding their coverage and benefits.

SeniorCare Benefits

Acquisition in 2021
SeniorCare Benefits is a telesales agency specializing in assisting Medicare-eligible individuals manage their insurance needs. Founded by industry experts, the company aims to create direct relationships with customers, helping them understand and maximize their plan benefits to live healthier lives. They employ dynamic telephony solutions and data analytics to provide personalized assistance at an affordable cost.

CSG Actuarial

Acquisition in 2021
CSG Actuarial is an actuarial consulting firm that specializes in product development services for the insurance industry. The company provides online quoting tools, comprehensive reporting, and actuarial consulting to insurance agents, focusing on the life and health insurance markets. Their software offers current and future rates for quotes, enabling clients to stay competitive by facilitating market research and analysis of industry documents and market activity. This helps insurance agents and agencies navigate the dynamic senior life and health insurance marketplace effectively.

IFC National Marketing

Acquisition in 2021
IFC National Marketing is an insurance marketing organization that specializes in providing sales support for a diverse array of insurance products. The company assists independent advisors and insurance agents by offering solutions in Medicare and group health plans, life insurance, fixed annuities, final expense, critical illness, voluntary workplace benefits, and long-term care. By enabling clients to effectively market, write, and service their insurance and financial offerings, IFC National Marketing plays a crucial role in enhancing the operational capabilities of its partners in the insurance industry.

Connexion Point

Acquisition in 2021
Connexion Point LLC is a tech-driven healthcare services provider established in 2010, headquartered in Sandy, Utah with additional offices across the U.S. The company specializes in consumer acquisition and retention services for Medicare Advantage, Supplement, Medicaid, under-65 plans, and Prescription Drug programs. Its comprehensive suite of services includes telesales, member retention, customer care, data analytics, SaaS software solutions, and population health management. Connexion Point's flagship platform, XE 360, offers advanced data analytics to serve payers and providers within the healthcare sector.

The Brokerage Resource

Acquisition in 2020
The Brokerage Resource, Inc. is an insurance marketing organization based in Apex, North Carolina, founded in 1992. It specializes in providing insurance broking services, primarily in the life and health insurance sectors. As a subsidiary of Integrity Marketing Group, LLC, the company is dedicated to supporting independent insurance agents and financial advisors in expanding their businesses. The Brokerage Resource offers an online quote engine that provides access to real-time quotes and pricing from various carriers, enabling agents to find the most suitable insurance plans for their clients.

Family First Life Southeast

Acquisition in 2020
Family First Life Southeast distributes life, annuity, final expense and mortgage insurance products from carriers such as Global Atlantic, Americo, AIG, Transamerica, Foresters Financial, John Hancock, Mutual of Omaha, Royal Neighbors of America, and Athene.

ThomasArts

Acquisition in 2020
ThomasArts LLC is an independent advertising agency founded in 2003 and headquartered in Farmington, Utah, with additional offices in New York, Washington, D.C., and Idaho Falls, Idaho. The agency focuses on creating emotional connections between clients and their customers, utilizing data to optimize marketing strategies. ThomasArts specializes in advertising for Medicare plans and other products targeted at consumers aged 65 and older. As of February 2020, it operates as a subsidiary of Integrity Marketing Group, LLC. The agency combines creativity and analytical insights to deliver effective advertising solutions.

Agent Pipeline

Acquisition in 2020
Agent Pipeline, Inc. is an insurance marketing organization based in St. Albans, West Virginia, founded in 1988. As a nationally recognized and award-winning firm, it specializes in a range of Medicare-related products, including Medicare Advantage, Medicare Supplement Insurance Plans, Medicare Part D Prescription Drug Plans, and Dual Eligible Special Needs Plans. The company represents over 150 insurance providers, offering clients affordable health plan options and comprehensive support for life, health, and supplemental insurance needs. Agent Pipeline is committed to raising industry standards and aims to be the premier provider of insurance solutions on a national level.

Agent Service Connection

Acquisition in 2018
Agent Service Connection, Inc. is a specialized brokerage firm based in Lakewood Ranch, Florida, focused on providing final expense life insurance services. Established in 2003, the company operates as a subsidiary of Integrity Marketing Group, LLC. It serves as a National Insurance Marketing Organization, partnering with successful final expense agents, field marketing organizations, and captive agencies to deliver comprehensive burial insurance solutions. By prioritizing partnerships with reputable carriers, Agent Service Connection ensures that the business it generates remains profitable for its affiliates, thereby enhancing the overall effectiveness of its service offerings.

GoldenCare USA

Acquisition in 2018
GoldenCare USA is a prominent privately held brokerage specializing in long-term care insurance, recognized for its expertise in the senior market. The company offers a range of carefully curated products from top-rated carriers, including long-term care insurance, Medicare Advantage, Medicare supplement plans, life insurance, critical care insurance, prescription drug coverage, critical illness insurance, and annuities. GoldenCare USA is dedicated to developing policies and services that address the unique needs of today’s Americans, ensuring clients receive tailored solutions that enhance their financial security and health care options.

Western Penn Marketing

Acquisition in 2018
Western Penn Marketing specializes in marketing the best in Medicare Supplement and Medicare Advantage plans throughout the United States. We work closely with agents across the country to ensure that clients receive the most affordable and comprehensive plan to fit their needs. With the large selection of products that we have to offer, agents can rest assured that they will always have the best plans to offer anytime they meet with a client. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. With our knowledge and understanding of the market we will always provide you with the highest quality information, services, and products to help you reach your goals. The Western Penn Marketing team is a close knit group who have been together for years and are a family, not co-workers. Our executive team has been here for over 10 years, and those close relationships are important to us and that is what we always strive to offer to the agents we work with as well.

Insurance Marketing Group

Acquisition in 2018
Insurance Marketing Group, LLC, founded in 1991 and based in Clinton, Connecticut, specializes in providing life and health insurance services, primarily targeting the Senior Market. The company collaborates with agents to offer a range of products, including Long Term Care Insurance, Medicare, Life, and Annuity products, aimed at safeguarding the medical and financial stability of senior customers on the East Coast of the United States. In 2017, Insurance Marketing Group generated over $25 million in new premiums, demonstrating its significant role in the insurance landscape. As a subsidiary of Integrity Marketing Group LLC, it contributes to a larger enterprise that collectively produces over $725 million in annualized premiums, enhancing its market presence in the Northeast.
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