Simplicity

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

Brokers Edge is an insurance marketing organization that is expertise in providing fixed-indexed annuities and life insurance products.

BenefitRFP, Inc. is a financial services company based in Sacramento, California, that specializes in executive benefit plan solutions for corporations and tax-exempt organizations. Founded in 2006, the company uses advanced technology to deliver innovative planning systems that integrate products and services from various investment and insurance vendors with cost-effective administrative solutions. BenefitRFP aims to assist companies in effectively recruiting, retaining, rewarding, and retiring their top talent through its comprehensive suite of services, which includes insurance, asset management, and wealth management. In 2017, BenefitRFP became a subsidiary of BD Capital Partners LLC.

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 general insurance agency that offers contracting, underwriting, application scrubbing, insurance training.

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 that assist clients in utilizing premium finance life insurance to meet their financial objectives. Additionally, Goheen Companies is involved in corporate integrity programs and premium finance rescue, ensuring that clients have access to the resources and support necessary to navigate their insurance needs effectively.

Total Financial is an insurance firm that provides business planning, underwriting, and financial planning services.

Commonwealth Capital Brokerage is an insurance agency that collaborates with professional advisors throughout the United States to offer life insurance and annuity solutions. The agency specializes in advanced planning, estate planning, captive insurance planning, premium finance, and long-term care. By focusing on innovative planning strategies, Commonwealth Capital Brokerage aims to assist clients in effectively identifying and implementing tailored financial solutions to meet their unique needs.

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

Jurs Montgomery Brokerage is an insurance brokerage general agency that specializes in providing underwriting and a range of insurance products. The firm offers access to annuity, long-term care, life insurance, and disability income products. In addition to these offerings, Jurs Montgomery Brokerage provides comprehensive back office support, enhancing its clients' capabilities to grow their businesses effectively.

Kuonen Insurance Marketing, established in 1985 by Rick Kuonen, operates as a brokerage agency that supports independent financial professionals in the insurance sector. The company provides marketing services for a variety of insurance products, including life insurance, annuities, long-term care, and disability insurance. With strong partnerships with top carriers and a dedication to exceptional customer service, Kuonen Insurance Marketing has positioned itself as a prominent player in the industry, focusing on the needs of its clients and helping them succeed in their financial endeavors.

Allegis Advisor Group is an independent wealth and risk advisory firm based in Utah. It offers consulting and advisory services focused on insurance, estate planning, and business planning for independent financial advisors. The firm specializes in various insurance products, including life, annuity, disability, long-term care, and group insurance. Additionally, Allegis provides a comprehensive range of sales and marketing support services, equipping advisors with effective practice management tools and unbiased advice. Through a diverse product portfolio, the firm represents numerous carriers and institutions, ensuring that advisors have access to a wide array of options to meet 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 serves independent agents, financial planners, wealth managers, and other trusted advisors. The agency represents some of the largest and most recognized carriers in the insurance industry. Element Insurance Partners focuses on building authentic relationships and providing exceptional service while delivering the necessary tools and resources to help advisors grow their businesses. The company specializes in life insurance and estate planning services, offering customized insurance solutions tailored to meet the needs of clients.

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 insurance platform tailored for wealth advisors and insurance professionals. Its offerings include life insurance, long-term care insurance, disability income insurance, annuity plans, and retirement succession planning. Independent Planners Group is dedicated to delivering consultative analysis, unbiased product research, and carrier due diligence, enabling financial advisors to create customized insurance packages for their clients.

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 is a financial services provider that focuses on assisting bi-vocational ministers in achieving a secure and fulfilling retirement. The firm offers a range of services, including estate and tax planning, life insurance, income strategies, annuities, social security optimization, and comprehensive retirement planning. By delivering tailored strategies and guidance, Guardian Financial Group aims to enhance the financial well-being of its clients, ensuring they can pursue a better lifestyle in 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. is a Houston-based financial institution that specializes in providing insurance brokerage services primarily focused on life insurance and fixed indexed annuities. Founded in 1988, the company serves as a wholesaler, offering a range of customized insurance products including long-term care and disability insurance. Fidelity Financial Group collaborates with insurance agents, producers, and marketing organizations, delivering affordable and tailored solutions to meet their clients' needs. As of April 2020, the company operates as a subsidiary of Simplicity Group Holdings, Inc.

PFG Marketing Group, Inc. is a national insurance marketing organization headquartered in Glendale, Arizona, that specializes in providing advisory services to independent insurance agents focused on selling life insurance and annuities. Established in 1995, 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 understanding client needs and offering solutions for retirement income, income tax minimization, and wealth transfer strategies. As of October 31, 2019, PFG Marketing Group operates as a subsidiary of Simplicity Group Holdings, Inc.

Executive Brokerage Services, Inc. is an independent insurance distribution company based in McKees Rocks, Pennsylvania, founded in 1982. The company specializes in providing fixed annuity, fixed indexed annuity, and life insurance products. As a subsidiary of Simplicity Group Holdings, it serves financial services professionals, broker-dealers, and banks by offering a comprehensive range of insurance brokerage and advisory services. In addition to product offerings, Executive Brokerage Services also provides training related to these financial instruments, ensuring that its clients are well-equipped to meet the needs of their customers.

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.