FINANCIAL PROFESSIONALS
Being an independent agent or advisor today comes with many demands. From generating new client referrals, to making product recommendations, to processing business, days can be long and complicated. At Simplicity Life we provide our agents and advisors with the turnkey solutions and support to help them increase their efficiencies. We are an extension of your practice, allowing you to offload many time-consuming responsibilities so that you can focus your energies on serving your clients.
SUB-IMOS
Owners of Insurance Marketing Organizations in the independent space have very distinct needs for supporting their downlines. The channel at Simplicity Life is focused on helping you bring value to your affiliated advisors and agents including agent recruiting, proprietary product access, turnkey marketing programs, and back-office assistance. We are here to be your partner and to help your affiliates achieve their production and premium objectives.
FINANCIAL INSTITUTIONS
Simplicity Life’s Financial Institution Division is an elite team specializing in serving the unique needs of broker dealers, registered representatives, banks, and credit unions. We understand your business model, the challenges you face, and how to support you to achieve your targets. Our national presence of seasoned wholesalers paired with an experienced support team will work to help you increase your life insurance and annuity sales.
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