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 features 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

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.

$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

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.

$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

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.

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