Simplicity Group

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.

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.

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.

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.

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.

Guardian Financial Group specializes in providing strategic guidance for individuals aiming to improve their lifestyle during retirement.

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

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.