Simplicity

Breakthrough Insurance Group is a comprehensive general insurance agency that supports clients throughout their insurance planning journey. The company offers a range of services, including contracting, underwriting, application scrubbing, insurance training, and electronic application submission, to ensure clients have access to superior insurance products, carrier partners, and 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.

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.

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.

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.

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.