Simplicity

BKA Financial offers insurance services, financial planning, business succession, and charitable planning.

Brokers Edge is an insurance marketing organization that specializes in the development, marketing, and distribution of traditional fixed annuities, fixed-indexed annuities, and life insurance products. It operates as an insurance marketing agency, serving independent advisors.

benefitRFP, Inc. is a financial services company based in Sacramento, California, specializing in executive benefit plan solutions. Founded in 2006, it offers a range of services, including insurance, asset management, wealth management, and benefit plan advisory services. As a subsidiary of BD Capital Partners LLC since 2017, benefitRFP leverages advanced technology to deliver innovative planning systems that integrate products and services from investment and insurance vendors with efficient administrative solutions. The company's offerings are designed to assist corporations and tax-exempt organizations in effectively recruiting, retaining, rewarding, and retiring their top talent. Through its comprehensive approach, benefitRFP aims to meet the evolving needs of its clients in the competitive landscape of executive benefits.

Designs In Life Insurance Marketing provides insurance and insurance marketing services.

Provider of lead generation and sales strategies services intended for financial professionals. The company offers a variety of features including website design and development, search engine optimization(SEO), social media marketing, email marketing, and content marketing, thereby enabling customers to grow their businesses.

Breakthrough Insurance Group is a full-service general insurance agency that provides comprehensive support throughout the insurance planning process. The company specializes in various services, including contracting, underwriting, application scrubbing, and insurance training. By focusing on these essential areas, Breakthrough Insurance Group aims to ensure that its clients access high-quality insurance products and reliable carrier partnerships, enhancing their overall experience in the insurance market.

Goheen Companies is a provider of insurance services focused on premium financing and life insurance solutions for high-net-worth individuals and small to mid-sized businesses. The company offers comprehensive turnkey solutions designed to assist clients in maximizing their financial strategies through premium finance life insurance. Additionally, Goheen Companies is dedicated to enhancing corporate integrity programs and providing premium finance rescue services, ensuring that clients receive tailored support in navigating their financial needs.

Total Financial is an insurance firm that specializes in providing comprehensive services to insurance agents. These services include business planning, underwriting, and advanced financial planning, all aimed at helping agents enhance their revenue potential.

Commonwealth Capital Brokerage is an insurance agency that specializes in providing life insurance and annuity brokerage services. It partners with professional advisors throughout the United States to offer a range of services, including advance planning, estate planning, captive insurance planning, premium finance, and long-term care solutions. The agency focuses on helping clients identify and implement innovative planning strategies tailored to their specific needs.

Truluma is a financial consulting firm that specializes in providing income protection services for brokers and financial professionals. The company offers a range of products, including individual income protection, key person disability, and overhead expense protection. Additionally, Truluma assists in funding shareholder agreements and provides executive benefit income protection services. By focusing on the needs of financial professionals, Truluma enables them to design tailored income protection solutions for their clients, ensuring efficient access to various insurance carriers.

Jurs Montgomery Brokerage is an insurance brokerage general agency that specializes in underwriting and providing a range of insurance products. The firm offers access to annuities, long-term care, life insurance, and disability income products, catering to the diverse needs of its clients. In addition to its product offerings, Jurs Montgomery Brokerage provides comprehensive back office support, enabling clients to efficiently manage their operations and focus on business growth. This blend of services positions the company as a valuable partner for those in the insurance sector.

Kuonen Insurance Marketing, founded in 1985 by Rick Kuonen, operates as a brokerage agency focused on serving independent financial professionals in the insurance sector. The company provides marketing services for a range of insurance products, including life insurance, annuities, long-term care, and disability insurance. With access to top carriers and a strong commitment to customer service, Kuonen Insurance Marketing has established itself as a prominent player in the industry, facilitating the growth and success of its clients.

Allegis Advisor Group is an independent wealth and risk advisory firm based in Utah. The company focuses on providing consulting and advisory services that cater to the insurance, estate, and business planning needs of independent financial advisors. Allegis specializes in a variety of insurance products, including life, annuity, disability, long-term care, and group insurance. Additionally, the firm offers extensive sales and marketing support services, equipping advisors with effective practice management tools and unbiased advice. With a diverse product portfolio that encompasses numerous carriers and institutions, Allegis Advisor Group aims to enhance the operational efficiency and effectiveness of financial advisors in meeting their clients' needs.

Coastal Insurance Consulting provides access to industry-leading insurance carriers and products as well as the technology and support needed to build and grow a profitable practice.

LifePro Financial Services is a countrywide distributor of life, annuity, long-term care, and securities-based insurance products.

Element Insurance Partners is an independent insurance brokerage agency that specializes in serving independent agents, financial planners, wealth managers, and other trusted advisors. The firm represents a range of prominent carriers in the insurance industry and is committed to fostering genuine relationships with its partners. Element Insurance Partners provides tailored life insurance and estate planning services, equipping advisors with the necessary tools and resources to enhance their business growth and deliver customized insurance solutions to their clients. By prioritizing exceptional service and support, the company aims to empower its advisors to succeed in a competitive marketplace.

Simplicity Buckhead operates as an insurance agency focused on serving insurance professionals and agents. The company provides a range of insurance products, including disability, annuities, and medical care plans. In addition to offering quality products, Simplicity Buckhead delivers comprehensive sales support, advanced case design, planning, implementation, underwriting, and policy review services. This approach aids clients in navigating complex insurance cases, particularly in large case management and specialized underwriting niches. Through its dedicated services, the agency aims to enhance the capabilities of insurance professionals in delivering tailored solutions to their clients.

Optima provides Training and Education to teach financial professionals how to successfully position and sell Life insurance and Annuities to anyone at any time.

Independent Planners Group, LLC is an insurance sales agency based in Scottsdale, Arizona, founded in 1991. The company specializes in providing a comprehensive platform for wealth advisors, offering a variety of insurance products including life insurance, long-term care insurance, disability income insurance, and annuity plans. Independent Planners Group also delivers consultative analysis and unbiased product research, assisting financial advisors and insurance professionals in crafting customized insurance solutions for their clients. By focusing on carrier due diligence and offering a range of benefit products, the company aims to support insurers in meeting diverse consumer needs effectively.

Sawtooth Solutions, LLC is an employee-owned firm based in Minneapolis, Minnesota, founded in 2015. It specializes in wealth management services for a diverse clientele, including individuals, high net worth individuals, broker/dealers, insurance companies, banks, trust companies, and other investment advisers. The firm primarily invests in the public equity markets of the United States, as well as in mutual funds and exchange-traded funds. Utilizing a blend of fundamental and quantitative analysis, Sawtooth Solutions develops its investment portfolios while also incorporating external research to enhance its in-house capabilities. The firm offers a comprehensive platform for managing the wealth management process, delivered through a unified managed account program that integrates with Salesforce.com for effective client relationship management.

Guardian Financial Group is a financial services provider that focuses on assisting bi-vocational ministers in achieving their retirement goals. The company offers a range of services including estate and tax planning, life insurance, income strategies, annuities, social security optimization, and comprehensive retirement planning. By tailoring their strategies to the unique needs of their clients, Guardian Financial Group aims to enhance the financial well-being and lifestyle of individuals preparing for retirement.

Lenz Financial Group is a full-service brokerage agency for the financial services professional.

Advisors Financial provides prudent financial planning strategies to independent financial professionals, institutions, and their clients.

Fidelity Financial Group Inc., founded in 1988 and based in Houston, Texas, specializes in providing insurance brokerage services primarily focused on life insurance and fixed indexed annuities. The company acts as a wholesaler, offering a range of bundled, customized insurance products and services to insurance agents, agencies, and marketing organizations across the United States. Fidelity Financial Group aims to deliver affordable solutions in life insurance, annuities, long-term care, and disability insurance, catering to the diverse needs of its clients. As of April 2020, it operates as a subsidiary of Simplicity Group Holdings, Inc.

PFG Marketing Group, Inc. is a national insurance marketing organization that specializes in providing advisory services to professional insurance agents focused on selling life insurance and annuities. Founded in 1995 and headquartered in Glendale, Arizona, the company offers a range of financial strategies utilizing various insurance products, including traditional life insurance, fixed index annuities, and index universal life products. PFG Marketing Group aims to enhance the capabilities of independent agents and advisors by equipping them with comprehensive solutions for retirement income, income tax minimization, and wealth transfer strategies. By understanding the unique needs of their clients, PFG Marketing Group effectively assists agents in growing their businesses.

Executive Brokerage Services, Inc., established in 1982 and headquartered in McKees Rocks, Pennsylvania, is an independent insurance distribution company that specializes in fixed annuities, fixed indexed annuities, and life insurance products. As a subsidiary of Simplicity Group Holdings, Inc. since September 2019, the company serves financial services professionals, broker-dealers, and banks by providing a comprehensive range of insurance brokerage and advisory services. Additionally, Executive Brokerage Services offers training and support related to its product offerings, ensuring that its partners are well-equipped to meet the needs of their clients in the insurance market.

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, established in 2014. It specializes in developing investment and retirement account monitoring software designed to enhance communication between account holders and their financial advisors. The software provides real-time monitoring of account values, sending email and text notifications to users when their accounts reach new highs or decline to pre-determined risk thresholds. In instances where an account's value breaches these thresholds, the software alerts both the account owner and their AssetLock-equipped advisor, facilitating timely discussions about potential adjustments to the investment strategy. As of August 31, 2018, AssetLock operates as a subsidiary of Simplicity Financial Marketing Inc.