Simplicity Group

BKA Financial provides insurance services and financial planning with a focus on estate planning, wealth preservation, business succession, and charitable planning. The company delivers customized life insurance strategies, maintains partnerships with top-rated carriers, and uses a dedicated case design team to support financial advisors, attorneys, and clients in securing optimal coverage and achieving long-term financial goals.

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.

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.

A specialized insurance agency that collaborates with professional advisors to develop and implement strategic solutions tailored to clients' unique 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. It specializes in providing consulting services for insurance, estate, and business planning needs of independent financial advisors.

Coastal Insurance Consulting facilitates access to top-tier insurance providers and products. It offers technology platforms, marketing resources, underwriting support, and case management services to help financial advisors build and expand their practices.

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

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.

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.