Banks and Independent Broker Dealers

Simplicity empowers banks and independent broker-dealers with institutional support and solutions.

Simplicity has a long and successful history servicing banks and independent broker-dealers across the country with best-in-class fixed insurance products and business development solutions. With access to Simplicity’s tailored support systems, proprietary sales solutions, and experienced team, partner banks and broker dealers can better support their clients’ goals and objectives.

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Tailored Support Services

Industry-leading wholesale support maximizes access and improves business efficiency.

  • Direct Relationships with the Nation’s Top Carriers: Benefit from Simplicity’s direct relationships with the nation’s top carriers, ensuring access to a wide range of quality products and sales strategies.
  • Strategic Product Selection and Case Design: Gain assistance in strategic product selection and case design to cater to a client’s unique needs.
  • Experienced Team for 1:1 Support: Access an experienced team for personalized support.
  • In-field Wholesaling Support: Receive dedicated support in the field to optimize sales and client engagement.

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

  • Complete Back Office Support: Gain access to comprehensive back-office support to streamline operations and enhance efficiency.
  • Centralized Contracting and Licensing: Banks and Independent Broker Dealers may access a dedicated team to facilitate the appointments of their advisors.
  • New Business and Case Management: Simplicity manages new business submissions and sees cases from application-to-issue for our Bank and Independent Broker Dealer partners.

Specialized Advanced Markets team and Underwriting resources help navigate complex cases.

  • 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 conduct comprehensive research on complex cases, providing analysis and product solutions.
  • Insights: Simplicity helps Banks and Independent Broker Dealers turn valuable market analyses into actionable strategies that provide a competitive advantage.

Simplicity’s Unparalleled Software Solutions and Resources

Financial institutions can enhance their business success with Simplicity’s comprehensive suite of technologies, resources, and institutional support systems, taking their financial capabilities and client services to new heights.

Advisor Portal with Top Sales Software Solutions

  • Beacon Annuity Solution

  • Cannex

  • Proprietary Interactive IUL Illustration Software

  • FidX

  • Firelight

  • Surance Bay

  • IPipeline

Marketing Resources

  • Creative Services
  • Custom Video Creation
  • Lead Generation Campaign Support
  • Practice Management and Coaching

Education

Gain access to a robust network of support and solutions.

Forward-thinking Training and Education: Stay ahead with forward-thinking training and education, including advanced sales training and industry overviews from top carriers.

Regular Communications on Products and Rates: Stay informed with regular communications on products and rates, keeping them updated with the latest industry developments.