Simplicity supports advisors working with clients at the intersection of wealth accumulation and protection, by providing a holistic financial plan that maximizes investment aspirations while protecting hard-earned assets.
One Platform. Institutional Support.
Marketing
Branding
Lead Generation
Retention and Referrals
Sales
Product
Training
Support
Operations
Personnel
Technology
Processes
Services
Case Management
Support from submission to
underwriting
Underwriting
Support on hard-to-place
cases
Contracting
Contracts with top-rated companies
Case Design
Product design and illustrations for point-of-sale
Training
Advanced sales training and educational webinars
Technology
Proprietary tech, plus tools for quoting and submitting apps.
Our guiding principles inform everything we do…
Education
Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.
Value
Delivering best-in-class financial products that meet the holistic financial planning objectives.
Partnership
An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.