Affiliates and BGAs

Simplicity partners with affiliated agencies and BGAs, providing institutional support to help them grow and scale their businesses.

Independent distributors can gain access to Simplicity’s tailored support systems, proprietary sales solutions, best-in-class products from top carriers, and an engaged team dedicated to helping partner organizations thrive.

Tailored Support Services

Sales Support

Access the sales support desk to maximize operational efficiency.

  • Strategic Product Recommendations: Simplicity offers research and data-backed product recommendations.

  • Illustrations and Case Design: Simplicity helps affiliates and BGAs craft comprehensive financial strategies tailored to their advisor and agent customers.

  • Coaching and Training: Simplicity affiliates and BGAs benefit from an array of coaching and training programs that enhance sales skills and help close more business.

Operations

Simplicity’s three operations centers — built on one tech platform — facilitate a seamless experience throughout the business cycle.

  • Contracting and Licensing: Affiliate and BGA partners may outsource contracting and licensing to Simplicity’s experienced team.

  • New Business and Case Management: Simplicity manages new business submissions and sees cases from application-to-issue.

  • Business Reporting: Affiliate and BGA partners may track their business growth with Simplicity and receive regular reporting.

Advanced Planning

Navigate and close cases confidently with specialized resources and a dedicated support team.

  • Specialized Tools and Software: Access underwriting guidelines, quick quote technology, and a carrier integrated e-app experience.

  • Research and Analysis: Simplicity’s expert team helps partner organizations conduct comprehensive research on complex cases, providing analysis and product solutions.

  • Insights: Simplicity helps partner organizations turn valuable market analyses in advanced, niche markets into actionable strategies that provide a competitive advantage.

Innovative Sales Solutions

Simplicity’s diverse range of proprietary solutions are designed to elevate partner and affiliate businesses:

  • Affiliated Agency Portal: Access leading product software, guides, and forms through a user-friendly portal, streamlining operations and enhancing efficiency.

  • Carrier Matrix: Simplify the product selection process with custom research and resources to make informed decisions effortlessly.

  • Ilia: Unlock the potential of the proprietary digital marketing platform, Ilia. Ilia helps advisors educate, market and deliver a streamlined, personalized sales experience in demonstrating Kai-Zen® and how it can help supplement clients’ retirement savings and create generational wealth.

  • Interactive IUL Illustration Software: Demonstrate the IUL sales process for accumulation, protection, and tax-free retirement income strategies with interactive software, designed to simplify complex concepts and empower consumers.

Cutting-Edge Marketing Resources

Discover a comprehensive suite of products and benefits that strengthen the marketing efforts of Simplicity’s affiliate organizations and BGAs:

  • Automated Direct Email Program: Receive compliance-approved, advisor-facing content from top carriers on a weekly basis, to streamline outbound communications.

  • Branding and Creative Support: Leverage expertise to enhance brand identity and creative endeavors, ensuring a strong and impactful market presence.

  • Digital Content and Tools: Access a wealth of digital content and tools tailored for partners’ websites and social media platforms.

Accumulation and Protection Solutions

  • Annuity: Access a comprehensive suite of lifetime income protection solutions from leading carriers.

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  • ABLTC: Discover Asset-Based Long-Term Care (ABLTC) solutions and strategies, designed to provide asset protection and flexibility.

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  • Life: Explore protection and accumulation strategies with Simplicity’s full-scale life insurance offering, powered by a carrier integrated e-app experience.

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  • Disability Insurance: Protect consumer income through customized programs from leading carriers and a dedicated team.

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Platforms for Growth

  • Broker Dealer: Partner with Simplicity’s Broker Dealer, The Leaders Group, and gain access to a robust platform for securities and variable insurance products. Through its customized support, accessible team, and advanced technology stack, The Leaders Group enables registered representatives to grow their businesses while navigating a complicated regulatory environment.

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  • Wealth: Experience Simplicity’s turnkey investment management platform, complete with a proprietary risk analysis tool and client communication software, streamlining the investment process and enhancing client engagement.

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  • Institutional Markets: Gain exclusive access to Simplicity’s institutional markets platform, providing opportunities and resources to expand partner organizations’ reach.

Education and Events

Gain access to a robust network of support and solutions.

  • Affiliated Partner Meeting: Network with top carriers, industry experts, and sales leaders across the country at Simplicity’s Annual Affiliated Partner Meeting. Each year participants receive meaningful industry updates, best practices, and networking opportunities

  • Educational Series: Receive on-demand training that examines advanced topics in guaranteed income solutions and the sales process necessary to communicate the offerings and benefits of insurance products and strategies.

  • Presenter Resources: Simplicity experts can help construct presentations to agents, advisors, and consumers at regional or national events, to help partner organizations acquire and retain business.