With a national reach and partnerships with leading insurance companies and wealth managers, Simplicity empowers financial professionals to deliver wealth accumulation and protection strategies as part of a holistic financial plan. Simplicity’s solutions are designed to maximize growth potential while protecting hard-earned assets – helping advisors secure the financial futures of their clients.
Wealth
Simplicity’s comprehensive, tech-enabled investment platform with proprietary resources, institutional trading capabilities, annuity portfolio integration, and partnership with leading money managers to deliver client-needs driven portfolio strategies.
Annuities
Simplicity is at the forefront of advancing retirement planning by providing best-in-class and proprietary annuity solutions tailored to specific wealth accumulation and income objectives.
Life
Simplicity’s complete life insurance offering delivers leading products for death benefit, income replacement, estate planning, business continuity, tax-free retirement income, wealth transfer, college funding, and more.
Disability, Long-Term Care
Simplicity offers comprehensive income protection products to strengthen clients’ finances during times of disability, as well as Long-Term care policies to address future care concerns that may impact the longevity of clients’ retirement assets.
Simplicity empowers advisors through…
- A Proven End-to-End Sales Process
- Investment Specialization
- Qualified Lead Generation
- Proprietary Risk Management Platform
$10Bn+ annual Annuity Sales
- FIA– Fixed Index Annuity
- MYGA– Multi-Year Guaranteed Annuity
- VA– Variable Annuity* (*only sold through a Broker-Dealer, agent must be securities licensed)
- RILA– Registered Index Linked Annuity* (*only sold through a Broker-Dealer, agent must be securities licensed)
- SPIA– Single Premium Immediate Annuity
- DIA– Deferred Income Annuity
$400M+ annual Life Insurance Sales
- Permanent Life Insurance, including:
- IUL – Indexed universal life
- Single Premium
- GUL – Guaranteed Universal Life
- VUL – Variable life
- Final expense
- Term Life Insurance
Diverse products across DI and LTC
- Asset-based LTC
- Traditional LTC
- Disability Insurance, including
- Business Loan Protection
- Business Overhead Expense Coverage
- Buy-Sell Agreement
- Individual Disability Insurance
- Income Protection
- Retirement Protection Plan