Being an independent agent or advisor today can put many demands on the individual. From generating new client referrals to understanding products to processing new and existing client’s business, days are long and multifaceted. At Simplicity Life we provide our agents and advisors with turnkey solutions and support. We are an extension and your practice, offloading many responsibilities so you can focus your energies on serving your clients.
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.
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.