Simplicity Group

Sawtooth Solutions, LLC is an employee-owned hedge fund sponsor based in Minneapolis, Minnesota. Founded in 2015, the firm primarily serves individuals, including high net worth clients, broker/dealers, insurance companies, banks, trust companies, and other investment advisers. Sawtooth Solutions invests in the public equity markets of the United States, as well as mutual funds and exchange-traded funds. The firm employs a combination of fundamental and quantitative analysis to construct its investment portfolios and enhances its in-house research with external insights. Additionally, Sawtooth Solutions offers a comprehensive platform for wealth management, utilizing a Unified Managed Account program integrated with a Salesforce.com CRM system to streamline the management of various account types.

Guardian Financial Group specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

Sunderland Group is a leading health and wealth financial marketing organization that has been providing wholesale life and annuity products to independent agents and advisors. The Sunderlands have been providing excellent service to their agents for over five decades. Brad and Derek Sunderland founded the Sunderland Group in 1998 and have expanded Sunderland Group to provide truly comprehensive product and sales support including: lead generation strategies, proprietary and proven sales tools, advanced sales training, case design, and online resources.

Life Insurance, Annuities, and Long Term Care

Fidelity Financial Group Inc. provides insurance brokerage services to insurance agents for fixed indexed annuity, and life insurance products. The company was founded in 1988 and is based in Houston, Texas. As of April 14, 2020, Fidelity Financial Group Inc. operates as a subsidiary of Simplicity Group Holdings, Inc.

PFG Marketing Group, Inc. is a national insurance marketing organization that provides advisory services to professional insurance agents focused on selling life insurance and annuities. Established in 1995 and based in Glendale, Arizona, the company offers a range of financial strategies utilizing various insurance products, including traditional offerings, fixed index annuities, and index universal life products. PFG Marketing Group aims to assist financial professionals in enhancing their business by equipping them with solutions for retirement income, income tax minimization, wealth transfer strategies, and risk mitigation. As of October 31, 2019, it operates as a subsidiary of Simplicity Group Holdings, Inc.

America's First Financial Corporation, founded in 1960 and headquartered in Saint Peters, Missouri, specializes in providing custom branding and marketing solutions tailored for independent financial advisors. As a subsidiary of Simplicity Group Holdings, Inc., the company offers a range of financial brokerage and advisory services, including wholesale asset-based long-term care and annuity products. By delivering these services, America's First Financial helps advisors define their planning specialties in long-term care and asset protection, particularly for retirement planning, thereby enhancing their ability to serve clients effectively.

AssetLock, LLC is a company based in Greenwood Village, Colorado, that specializes in investment and retirement account monitoring software. Incorporated in 2014, AssetLock's software enhances communication between account holders and their financial advisors by providing real-time monitoring of account values. The system alerts users through email and text notifications when their account reaches new highs or falls below a predetermined risk threshold. In cases where the account value breaches the set threshold, the software prompts the owner and their advisor to take pre-determined actions or initiate discussions about possible adjustments to the retirement plan. As of August 31, 2018, AssetLock operates as a subsidiary of Simplicity Financial Marketing Inc.