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.
Products
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.
Simplicity empowers advisors through…
- A Proven End-to-End Sales Process
- Investment Specialization
- Qualified Lead Generation
- Proprietary Risk Management Platform
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.
$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
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.
$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
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.
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
Sales Service and Support
Simplicity supports advisor partners in helping them streamline business efficiencies and achieve scale by providing:
- Innovative sales technology
- Product education and training
- Point-of-sale materials
- Underwriting expertise
- Case and proposal design
- Sales support