Simplicity Group Holdings

Partners

The depth of the Simplicity Partnership assures an unrivaled client experience.
To learn more about how to join the Simplicity partnership, click here.

jay adams

Raleigh

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charles arnold

the leaders group

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kevin arsham

Cleveland

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John Baker

Eagle Team

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grace barnard

NIW

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lauri beck

Boise

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Manish Bhatt

Group

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Chad Blanton

Phoenix

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denise brown

m&o marketing

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dennis brown

m&o marketing

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Rebecca Brundage

Houston

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steve buller

eagle team

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andy burns

advisors resource

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tom burns

advisors resource

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lori caiaze

daly brokerage

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john capuano

lone beacon

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chad castle

eagle team

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jason chaifetz

Atlanta

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susan cimini

hancock brokerage

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jamie cline

Atlanta

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Janine Cobb

Phoenix

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shannon compton

the annuity source

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Emily Cramer

Group

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kelly daly

daly brokerage

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chris daniels

passerelle partners

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jon davis

des moines

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kay dempsey

Dempsey & Associates

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greg dinetz

lone beacon

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Bruce Donaldson

Group

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mike driscoll

coastal insurance consulting

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Mike Ebmeier

Group

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Mary Anne Ehlert

Protected Tomorrows

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david falkenstein

Keystone

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michael falkenstein

Keystone

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Jarrod Fisher

Group

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michael ford

glendale

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terry fuechtinger

houston

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greg gall

eagle team

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brian gengler

minneapolis

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Steve Gilbert

UFC

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sean giroux

IMS

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Morgan goheen

Goheen Insurance

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shawn goheen

Goheen Insurance

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Natalie Grassi

Phoenix

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diana greenberg

total financial

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drew grifo

Commonwealth

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David Gruenzner

Group

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brendon healy

coastal insurance consulting

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Steve Heller

UFC

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Jeremy Houser

InsurMark

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heather hutchinson

the annuity source

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jeff hutchison

aptus marketing

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Nathan Jacobson

Group

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shawn jeanes

designs in life

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Jason Jenkins

Group

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Deron Johnson

Group

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courtney juhl

the annuity source

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justin jurs

jurs montgomery

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reid juul

houston

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michael kasula

Producers Resource

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brian kelley

IPG

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mike kelly

life policy pros

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Patrick Kelly

Tax Free Retirement

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tim kelly

breakthrough insurance group

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jeff kerns

truluma

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Steve Kerns

Group

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Ryan Kitzman

Group

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hank kuonen jr.

Little Rock

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judy lane

niw

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Mitch Leidner

Group

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john lenz

lenz financial group

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chris lester

eagle team

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jeff levy

chesapeake brokerage

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marge levy

chesapeake brokerage

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brian lipinski

pittsburgh

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alan lockhart

marketing financial

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Michael Macchiarola

Group

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Jared Margolies

Group

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tim mastel

advisors resource

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jeff maxey

InsurMark

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victoria mayer

passerelle partners

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Erin McCann

Group

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David McDaniel

Group

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Ken McGee

Group

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Nathan Medin

UFC

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Sanjay Mehra

Group

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Alek Melkumov

Phoenix

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Chris Miller

Allegis

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jeff milstead

keystone

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doug mishkin

Red Bank

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forrest mitchell

buckhead

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vince munno

UFC

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greg nemec

Morristown

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ben nevejans

LifePro

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Robert ogurcak

triton brokerage

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greg olson

Optima

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Christina Parker

Group

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greg patterson

AFG

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Heather Peck

Group

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jeff peterson

truluma

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brian pierce

allegis

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fernando pou

passerelle partners

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Blake Prete

Group

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don quante

Group

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Rahim Rajpar

Group

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Byron Rasmussen

Group

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Jane Riley

The Leaders Group

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Christopher Ronshagen

Jurs Montgomery

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Thomas Rozman

Group

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stephen ruggieri

Commonwealth

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Steve Ruhberg

Group

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jon salomon

optima

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Kelli Sebade

AFG

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Tony Sifuentes

InsurMark

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mike steranka

minneapolis

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eric stuart

allegis

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brad sunderland

sunderland group

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derek sunderland

sunderland group

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Barney Tanner

Allegis

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Robert Tardella

Group

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Paul Tinnirello

Group

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margo thompson

the annuity source

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Tom Tous

Group

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Heather Ulz

Group

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Natalie Vasacas

UFC

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Jorge Villar

UFC

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Zach Von Bank

Group

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bernerd vukelich

pittsburgh

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Denielle Webb

Group

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Amir Weiss

Group

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Scott Whitehead

Total Financial

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jerry whitley

guardian

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Sean Wickersham

Group

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nate williams

allegis

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dave wohlwend

advisors resource

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daen wombwell

niw

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troy woods

element insurance partners

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matt woodson

triton brokerage

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justin wright

financial professional group

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lauren wright

financial professional group

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christopher yen

blue ocean

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Tom Yerger

Group

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Randy Yost

InsurMark

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Category	Examples	Collected
A. Identifiers	Contact details, such as real name, alias, postal address, telephone or mobile contact number, unique personal identifier, online identifier, Internet Protocol address, email address, and account name	YES
B. Personal information categories listed in the California Customer Records statute	Name, contact information, education, employment, employment history, and financial information	YES
C. Protected classification characteristics under California or federal law	Gender and date of birth	YES
D. Commercial information	Transaction information, purchase history, financial details, and payment information	NO
E. Biometric information	Fingerprints and voiceprints	NO
F. Internet or other similar network activity	Browsing history, search history, online behavior, interest data, and interactions with our and other websites, applications, systems, and advertisements	NO
G. Geolocation data	Device location	NO
H. Audio, electronic, visual, thermal, olfactory, or similar information	Images and audio, video or call recordings created in connection with our business activities	NO
I. Professional or employment-related information	Business contact details in order to provide you our Services at a business level or job title, work history, and professional qualifications if you apply for a job with us	NO
J. Education Information	Student records and directory information	NO
K. Inferences drawn from other personal information	Inferences drawn from any of the collected personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics	NO
L. Sensitive Personal Information	Account login information, contents of email or text messages, debit or credit card numbers, drivers’ licenses and social security numbers	YES

Partners

The depth of the Simplicity Partnership assures an unrivaled client experience. To learn more about how to join the Simplicity partnership, click here.

jay adams

Raleigh

charles arnold

the leaders group

kevin arsham

Cleveland

John Baker

Eagle Team

grace barnard

NIW

lauri beck

Boise

Manish Bhatt

Group

Chad Blanton

Phoenix

denise brown

m&o marketing

dennis brown

m&o marketing

Rebecca Brundage

Houston

steve buller

eagle team

andy burns

advisors resource

tom burns

advisors resource

lori caiaze

daly brokerage

john capuano

lone beacon

chad castle

eagle team

jason chaifetz

Atlanta

susan cimini

hancock brokerage

jamie cline

Atlanta

Janine Cobb

Phoenix

shannon compton

the annuity source

Emily Cramer

Group

kelly daly

daly brokerage

chris daniels

passerelle partners

jon davis

des moines

kay dempsey

Dempsey & Associates

greg dinetz

lone beacon

Bruce Donaldson

Group

mike driscoll

coastal insurance consulting

Mike Ebmeier

Group

Mary Anne Ehlert

Protected Tomorrows

david falkenstein

Keystone

michael falkenstein

Keystone

Jarrod Fisher

Group

michael ford

glendale

terry fuechtinger

houston

greg gall

eagle team

brian gengler

minneapolis

The depth of the Simplicity Partnership assures an unrivaled client experience.
To learn more about how to join the Simplicity partnership, click here.