Simplicity

BKA Financial offers insurance services, financial planning, business succession, and charitable planning.

Brokers Edge is an insurance marketing organization that is expertise in providing fixed-indexed annuities and life insurance products.

Designs In Life Insurance Marketing provides insurance and insurance marketing services.

Breakthrough Insurance Group is a general insurance agency that offers contracting, underwriting, application scrubbing, insurance training.

Goheen Companies is a provider of insurance services focused on premium financing and life insurance solutions for high-net-worth individuals and small to mid-sized businesses. The company offers comprehensive, turnkey solutions that assist clients in utilizing premium finance life insurance to meet their financial objectives. Additionally, Goheen Companies is involved in corporate integrity programs and premium finance rescue, ensuring that clients have access to the resources and support necessary to navigate their insurance needs effectively.

Total Financial is an insurance firm that provides business planning, underwriting, and financial planning services.

Commonwealth Capital Brokerage is an insurance agency that collaborates with professional advisors throughout the United States to offer life insurance and annuity solutions. The agency specializes in advanced planning, estate planning, captive insurance planning, premium finance, and long-term care. By focusing on innovative planning strategies, Commonwealth Capital Brokerage aims to assist clients in effectively identifying and implementing tailored financial solutions to meet their unique needs.

Truluma is a financial consulting firm that specializes in providing various income protection services to brokers and financial professionals. The company offers a range of products, including individual income protection, key person disability coverage, and overhead expense protection. Additionally, Truluma assists in funding shareholder agreements and providing executive benefit income protection. By focusing on these services, Truluma aims to help financial professionals design suitable income protection solutions for their clients while ensuring efficient access to carriers.

Jurs Montgomery Brokerage is an insurance brokerage general agency that specializes in providing underwriting and a range of insurance products. The firm offers access to annuity, long-term care, life insurance, and disability income products. In addition to these offerings, Jurs Montgomery Brokerage provides comprehensive back office support, enhancing its clients' capabilities to grow their businesses effectively.

Kuonen Insurance Marketing, established in 1985 by Rick Kuonen, operates as a brokerage agency that supports independent financial professionals in the insurance sector. The company provides marketing services for a variety of insurance products, including life insurance, annuities, long-term care, and disability insurance. With strong partnerships with top carriers and a dedication to exceptional customer service, Kuonen Insurance Marketing has positioned itself as a prominent player in the industry, focusing on the needs of its clients and helping them succeed in their financial endeavors.

Allegis Advisor Group is an independent wealth and risk advisory firm in Utah.

Coastal Insurance Consulting provides access to industry-leading insurance carriers and products as well as the technology and support needed to build and grow a profitable practice.

LifePro Financial Services is a countrywide distributor of life, annuity, long-term care, and securities-based insurance products.

Buckhead Brokerage Group is dedicated to insurance professionals, providing quality products, outstanding sales support, and underwriting services through a stable of core carriers. The Company specializes in large case management, advanced sales support, sub-standard or hard to place cases, and underwriting niches.

Optima provides Training and Education to teach financial professionals how to successfully position and sell Life insurance and Annuities to anyone at any time.

Independent Planners Group, LLC is an insurance sales agency based in Scottsdale, Arizona, founded in 1991. The company specializes in providing a comprehensive insurance platform tailored for wealth advisors and insurance professionals. Its offerings include life insurance, long-term care insurance, disability income insurance, annuity plans, and retirement succession planning. Independent Planners Group is dedicated to delivering consultative analysis, unbiased product research, and carrier due diligence, enabling financial advisors to create customized insurance packages for their clients.

Sawtooth Solutions is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com CRM integration.

Guardian Financial Group is a financial services provider that focuses on assisting bi-vocational ministers in achieving a secure and fulfilling retirement. The firm offers a range of services, including estate and tax planning, life insurance, income strategies, annuities, social security optimization, and comprehensive retirement planning. By delivering tailored strategies and guidance, Guardian Financial Group aims to enhance the financial well-being of its clients, ensuring they can pursue a better lifestyle in retirement.

Lenz Financial Group is a full-service brokerage agency for the financial services professional.

Advisors Financial provides prudent financial planning strategies to independent financial professionals, institutions, and their clients.

Fidelity Financial Group Inc. is a Houston-based financial institution that specializes in providing insurance brokerage services primarily focused on life insurance and fixed indexed annuities. Founded in 1988, the company serves as a wholesaler, offering a range of customized insurance products including long-term care and disability insurance. Fidelity Financial Group collaborates with insurance agents, producers, and marketing organizations, delivering affordable and tailored solutions to meet their clients' needs. As of April 2020, the company operates as a subsidiary of Simplicity Group Holdings, Inc.

PFG Marketing Group, Inc. is a national insurance marketing organization headquartered in Glendale, Arizona, that specializes in providing advisory services to independent insurance agents focused on selling life insurance and annuities. Established in 1995, the company offers a range of financial strategies utilizing various insurance products, including traditional offerings, fixed index annuities, and index universal life products. PFG Marketing Group aims to assist financial professionals in enhancing their business by understanding client needs and offering solutions for retirement income, income tax minimization, and wealth transfer strategies. As of October 31, 2019, PFG Marketing Group operates as a subsidiary of Simplicity Group Holdings, Inc.

America's First Financial Corporation is a wholesaling firm.

AssetLock is award-winning investment and retirement account monitoring software that streamlines communication between the account holder and financial advisor. The software monitors account values and provides e-mail and text notifications to the account owner when new highs have been reached, and when the account value declines to the owner's pre-determined risk threshold. If the account value breaches the account holder's risk threshold, the software will notify the owner and his or her AssetLock-Equipped advisor to carry out the pre-determined action when the account was invested, or it will notify the owner to prompt a discussion with his or her plan provider about making possible adjustments to the retirement plan.