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 provide solutions to their financial professionals to build a successful business that instills client confidence and trust. They work with a variety of insurance carriers.

American Health Plans

Acquisition in 2022
American Health Plans is a finance company focused on providing a range of health insurance products designed for individuals, families, and small businesses. The company offers various options, including medical health insurance, short-term major medical insurance, fixed benefit plans, and group health insurance. Additionally, American Health Plans provides life insurance and insurance renewal services, ensuring clients have access to a comprehensive selection of health and life insurance solutions at affordable prices.

Compass Group Insurance

Acquisition in 2022
Compass Group Insurance is a comprehensive insurance marketing organization that specializes in assisting seniors with their insurance choices. The company provides a range of services aimed at supporting insurance agents throughout the United States, including training programs that help agents effectively guide clients through Medicare Advantage and Medicare Supplement coverage. In addition to Medicare products, Compass Group Insurance offers Affordable Care Act (ACA) plans and health-sharing options, ensuring that seniors have access to a variety of insurance solutions. By focusing on education and support, the organization aims to empower both agents and clients in navigating the complexities of the insurance landscape.

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 specializes in providing comprehensive financial planning and advisory services to individuals seeking independence in their financial practices. The firm offers a range of essential tools and support for financial advisors, including transition assistance, full-time compliance support, marketing resources, human resources aid, and administrative services. By centralizing critical business functions, Gladstone Wealth Group aims to help clients manage risks effectively and streamline their transition to independent operations, empowering them to achieve their maximum potential in the financial sector.

Annexus

Acquisition in 2022
Annexus is a Scottsdale, Arizona-based company that specializes in providing retirement investment advice and innovative financial products. Its primary offerings include fixed indexed annuities and indexed universal life insurance products, designed to help individuals and financial institutions secure and grow retirement savings. Through strategic partnerships with notable firms, Annexus enhances the ability of financial professionals to deliver tailored retirement solutions to their clients. The company's approach emphasizes the creation of products that are both beneficial and efficient, aiming to support individuals in achieving their retirement goals.

PHP Agency

Acquisition in 2022
PHP Agency Inc. is a financial services organization based in Addison, Texas, that operates as a tech-enabled insurance brokerage. The company partners with various insurance and annuity carriers to offer a range of life insurance products, including term life insurance, no exam life insurance, indexed universal life insurance, and fixed indexed annuity policies. PHP Agency provides opportunities for individuals to pursue careers as life insurance agents, whether on a part-time or full-time basis.

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 the largest Medicare-focused Field Marketing Organization in the United States, dedicated to supporting insurance agents and agencies in navigating the complexities of the healthcare market. The organization offers a range of services, including marketing and back-office support, customized marketing plans, and robust training programs. By providing advanced technology and sales tools, Applied General Agency enables agents to enhance their productivity and generate qualified leads. Their commitment to empowering brokers is reflected in their partnerships with nearly fifty carriers and their service to thousands of agents, ensuring that they have the resources needed to succeed in a competitive environment.

The Health Insurance Place

Acquisition in 2022
The Health Insurance Place is an independent marketing organization that provides a range of insurance services, focusing on health insurance, life insurance, and annuities. The company caters to seniors, individuals, families, and employers, offering tailored insurance policies to meet specific needs. It features convenient retail walk-in centers, allowing customers to easily access their services and receive personalized assistance in selecting the right insurance coverage. Through its commitment to serving diverse client demographics, The Health Insurance Place aims to simplify the insurance selection process and enhance customer experience.

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 located in the Midwest, specializing in life insurance and related financial products. The firm assists families in obtaining life insurance, long-term care, disability insurance, and annuities, ensuring that clients have the necessary coverage for their protection and financial security. Through its comprehensive offerings, Brokers Clearing House aims to meet the diverse needs of its clients, providing them with essential support in planning for their future.

Stateline Senior Services

Acquisition in 2021
Stateline Senior Services specializes in insurance and investment advisory services tailored to the needs of retired and soon-to-retire individuals. The company assists clients in securing optimal Medicare coverage and offers comprehensive wealth planning services to maximize retirement benefits. In addition to Medicare assistance, Stateline provides a variety of planning and advisory services, including mortgage guidance, health plans, home care, estate and trust planning, long-term care insurance, and retirement planning. Serving North Central Connecticut and the surrounding areas, Stateline is dedicated to managing clients' investment portfolios and helping them preserve their assets effectively.

Modern District Financial Solutions

Acquisition in 2021
Modern District Financial is an independent brokerage firm specializing in insurance and financial services aimed at assisting clients with their retirement planning. The firm offers a range of products, including Medicare supplement coverage, life and long-term care insurance, as well as fixed and equity-indexed annuities. Through these services, Modern District Financial helps clients secure their financial future and navigate the complexities of insurance and retirement options.

Oberlin Marketing

Acquisition in 2021
Oberlin Marketing is an industry brokerage that specializes in supporting agents, agency owners, and clients with their life and health insurance needs. Since its establishment in 1987, the company has built a reputation as a trusted resource in the insurance sector, emphasizing strong personal relationships and a solid moral foundation in its business practices. Oberlin Marketing provides comprehensive services, including back-office support, training, and technology integration, which are designed to enhance the success of insurance professionals. The agency offers a diverse range of products, including group health, individual health, short-term medical, long-term care, and Medicare supplements, thereby facilitating the growth of insurance agents' businesses.

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 field marketing organization based in Indianapolis, Indiana, specializing in support for agents serving the senior market. The company focuses on relationship-building and providing comprehensive services to navigate the complexities of senior healthcare options. Star Benefit Associates offers a range of premium products, including Medicare supplements, Medicare advantage plans, individual and senior dental plans, group dental plans, life insurance, and small group self-funded plans. This extensive portfolio enables agents to serve their clients effectively while maintaining access to competitive commissions, contracts, and carriers.

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 technology-driven call center focused on assisting Medicare beneficiaries in selecting suitable Medicare plans. The company evaluates the medical needs of its customers and provides insights into available medical coverage options. By doing so, Unified Health helps individuals find coverage plans that align with their specific requirements and budget. This approach ensures that beneficiaries receive tailored support in navigating the complexities of Medicare.

Deft Research

Acquisition in 2021
Deft Research specializes in providing timely and reliable insights into the health insurance market, with a particular focus on understanding the shopping habits and motivations of senior consumers. The company conducts syndicated market research to analyze consumer interests in various health insurance products and the most effective marketing and distribution channels. By leveraging these insights, Deft Research assists carriers, distributors, and marketers in developing strategies that align with consumer needs, ultimately enhancing their ability to reach and serve the health insurance market effectively.

Modern Insurance Marketing

Acquisition in 2021
Modern Insurance Marketing, Inc., founded in 1981 by Ron Osborne, is an independently owned and operated agency based in Wilsonville, Oregon. The company specializes in delivering a range of insurance services to families, individuals, and businesses. Its offerings include health, Medicare, employee benefits, life, commercial, worker's compensation, auto, and homeowners insurance. By providing expert advice and tailored solutions, Modern Insurance Marketing aims to help clients safeguard themselves against future uncertainties and risks while ensuring competitive pricing and superior service.

Brokers International

Acquisition in 2021
Brokers International is an insurance company focused on supporting agencies and financial professionals in serving their clients and expanding their businesses. The company offers a range of services, including life insurance and retirement products, along with various tools designed to enhance business management. These tools cover areas such as sales, lead generation, compliance, branding, digital presence, and customer loyalty. By providing these resources, Brokers International aims to help its clients build their businesses and connect with more qualified leads.

Merit Insurance Services

Acquisition in 2021
Merit Insurance Services is a brokerage firm located in West Hartford, Connecticut, specializing in various insurance products including Medicare, long-term care, life insurance, disability insurance, annuities, and senior benefits. The company focuses on delivering high-quality service to its clients, emphasizing education and support tailored for insurance professionals. Through its commitment to excellence, Merit Insurance Services has established a solid reputation in the insurance industry.

SeniorCare Benefits

Acquisition in 2021
SeniorCare Benefits is a digital brokerage focused on addressing the complex insurance needs of Medicare-eligible individuals. Founded by industry experts, the company operates as a direct-to-consumer telesales agency, leveraging technology and data analytics to provide tailored insurance solutions. SeniorCare Benefits aims to help customers understand and utilize their insurance plan benefits effectively, promoting healthier living and greater financial stability. By fostering direct and ongoing relationships with clients, the company ensures that individuals receive the best benefits available to them at the lowest possible cost.

CSG Actuarial

Acquisition in 2021
CSG Actuarial is an actuarial consulting firm specializing in product development services and offering a range of tools and reporting solutions for the insurance industry. The company provides online quoting tools that deliver current and future rates, enabling insurance agents to make informed decisions. In addition to its software offerings, CSG Actuarial focuses on actuarial consulting, assisting agents and agencies in navigating the complex and evolving landscape of senior life and health insurance. By equipping clients with the necessary resources to quote, research industry documents, and analyze market activity, CSG Actuarial helps maintain competitiveness in a dynamic marketplace.

IFC National Marketing

Acquisition in 2021
IFC National Marketing operates as an insurance marketing organization, focusing on providing sales support for a variety of insurance and financial products. The company assists independent advisors and insurance agents by offering a comprehensive portfolio that includes Medicare and group health plans, life insurance, fixed annuities, final expense, critical illness, voluntary workplace products, and long-term care solutions. By enabling clients to effectively market, write, and service their insurance offerings, IFC National Marketing plays a crucial role in enhancing the operational capabilities of insurance professionals.

Connexion Point

Acquisition in 2021
Connexion Point, LLC is a tech-enabled healthcare services company headquartered in Sandy, Utah, with additional offices in Provo, Roy, Sunrise, Memphis, and San Antonio. Founded in 2010, the company specializes in providing a range of solutions aimed at enhancing consumer engagement and operational efficiency within the healthcare sector. Connexion Point offers services that include telesales, customer and member support, provider services, and data analytics, all tailored for Medicare Advantage, Medicare Supplement, Medicaid, and other health plans. The company operates the XE 360 platform, which focuses on data analytics and population health management. By integrating advanced technology and comprehensive services, Connexion Point connects healthcare providers with consumers to improve member retention and overall health outcomes.

The Brokerage Resource

Acquisition in 2020
The Brokerage Resource, Inc., founded in 1992 and based in Apex, North Carolina, operates as an insurance marketing organization specializing in life and health insurance. As a subsidiary of Integrity Marketing Group, LLC, the company focuses on supporting independent insurance agents and financial advisors in expanding their businesses. It provides a comprehensive online quote engine that allows users to access real-time quotes and prices for various insurance plans available in their area. Through its services, The Brokerage Resource aims to facilitate the growth and success of its partners in the competitive insurance market.

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 specializes in crafting advertising campaigns, particularly for Medicare plans and other products targeting consumers aged 65 and older. ThomasArts focuses on creating genuine emotional connections between clients and their customers by leveraging data to determine the optimal strategies for engagement. The agency operates as a subsidiary of Integrity Marketing Group, LLC, and emphasizes the integration of creativity and analytical insights to enhance the effectiveness of its advertising efforts.

Agent Pipeline

Acquisition in 2020
Agent Pipeline, Inc. is an insurance marketing organization based in St. Albans, West Virginia, founded in 1988. As a subsidiary of Integrity Marketing Group, it specializes in offering competitive Medicare health plan products. The company provides a range of insurance solutions, including Medicare Advantage, Medicare Supplement Insurance Plans, Medicare Part D Prescription Drug Plans, and Dual Eligible Special Needs Plans. Agent Pipeline aims to elevate industry standards and is recognized nationally for its services as a field marketing organization (FMO). Representing over 150 insurance companies, the firm focuses on Medicare, life, group health, and Affordable Care Act (ACA) health products, striving to deliver affordable health plan options to its clients.

Agent Service Connection

Acquisition in 2018
Agent Service Connection, Inc., founded in 2003 and headquartered in Lakewood Ranch, Florida, specializes in final expense life insurance brokerage services. As a national insurance marketing organization, it focuses exclusively on final expense products. The company partners with reputable final expense agents, field marketing organizations, and captive agencies to deliver comprehensive burial insurance solutions. By ensuring that its affiliated carriers remain profitable, Agent Service Connection maintains a commitment to quality and reliability in its services. As of August 2018, it operates as a subsidiary of Integrity Marketing Group, LLC, further enhancing its reach and capabilities in the final expense insurance market.

GoldenCare USA

Acquisition in 2018
GoldenCare USA is a prominent privately held brokerage specializing in long-term care insurance and related products for the senior market. The company offers a range of hand-selected insurance solutions, including long-term care policies, Medicare Advantage, Medicare supplement products, life insurance, critical care insurance, prescription drug coverage, and annuities. GoldenCare USA focuses on addressing the unique needs of its clients by collaborating with top-rated insurance carriers to develop tailored policies and services. Its commitment to the senior market positions it as a recognized leader in the industry.

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 to the Senior Market. The company collaborates with agents to serve customers primarily on the East Coast of the United States. In 2017, Insurance Marketing Group generated over $25 million in new premiums from life, health, and long-term care insurance. As a subsidiary of Integrity Marketing Group LLC, the firm contributes to a combined annualized premium production of over $725 million, enhancing Integrity's presence in the Northeast. The company's offerings include Long Term Care Insurance, Medicare, Life, and Annuity products, all designed to safeguard the medical and financial well-being of its clients.
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