Broker Dealers and Financial Institutions

Simplicity empowers broker-dealers and financial institutions with institutional support and solutions.

Simplicity has a long and successful history servicing financial professionals 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, broker dealers and their affiliated representatives can work in clients’ best interests, supporting their goals and objectives.

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Product Solutions

Simplicity has vast knowledge of the distinct needs of consumers and is committed to providing intelligent business solutions that are simple to execute.

  • Annuities (fixed and fixed index)
  • Life Insurance
  • Asset-Based Long-Term Care
  • Disability Insurance

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 – from coast to coast – 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: Broker Dealers and Financial Institutions may access a dedicated team to facilitate the appointments of their advisors.
  • New Business and End-to-End Case Management: Simplicity manages new business submissions and sees cases from application-to-issue for our Broker Dealers and Financial Institutions 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 Broker Dealers and Financial Institutions turn valuable market analyses into actionable strategies that provide a competitive advantage.

Simplicity’s Unparalleled Technology Solutions and Resources

Simplicity Group Holdings - Banks and Broker-Dealers

Financial institutions can enhance their business success with Simplicity’s comprehensive suite of technologies, resources, and institutional support systems, improving their business efficiencies and sales opportunities.

Agent Center with Proprietary Content and Leading Industry Tools

  • AnnuityLinkTM

  • Cannex

  • Firelight

  • IPipeline

  • LifeLinkTM

  • Proprietary Interactive IUL Illustration Software

  • Surance Bay

Marketing Services and Hands-on Support

  • Branding
  • Content Creation
  • Social Media and Websites
  • Graphic Design

  • Custom Video

  • Lead Generation Campaign Support
  • Practice Management and Coaching
Simplicity Group Holdings - Banks and Broker-Dealers

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.