Simplicity

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

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.

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.

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.

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.

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.

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.

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.