Simplicity Group

BKA Financial provides insurance services and financial planning with a focus on estate planning, wealth preservation, business succession, and charitable planning. The company delivers customized life insurance strategies, maintains partnerships with top-rated carriers, and uses a dedicated case design team to support financial advisors, attorneys, and clients in securing optimal coverage and achieving long-term financial goals.

benefitRFP, Inc. is a financial services company based in Sacramento, California, specializing in executive benefit plan solutions. Founded in 2006, it offers a range of services, including insurance, asset management, wealth management, and benefit plan advisory services. As a subsidiary of BD Capital Partners LLC since 2017, benefitRFP leverages advanced technology to deliver innovative planning systems that integrate products and services from investment and insurance vendors with efficient administrative solutions. The company's offerings are designed to assist corporations and tax-exempt organizations in effectively recruiting, retaining, rewarding, and retiring their top talent. Through its comprehensive approach, benefitRFP aims to meet the evolving needs of its clients in the competitive landscape of executive benefits.

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 designed to assist clients in maximizing their financial strategies through premium finance life insurance. Additionally, Goheen Companies is dedicated to enhancing corporate integrity programs and providing premium finance rescue services, ensuring that clients receive tailored support in navigating their financial needs.

A specialized insurance agency that collaborates with professional advisors to develop and implement strategic solutions tailored to clients' unique needs.

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

Allegis Advisor Group is an independent wealth and risk advisory firm based in Utah. It specializes in providing consulting services for insurance, estate, and business planning needs of independent financial advisors.

Independent Planners Group, LLC is an insurance sales agency based in Scottsdale, Arizona, founded in 1991. The company specializes in providing a comprehensive platform for wealth advisors, offering a variety of insurance products including life insurance, long-term care insurance, disability income insurance, and annuity plans. Independent Planners Group also delivers consultative analysis and unbiased product research, assisting financial advisors and insurance professionals in crafting customized insurance solutions for their clients. By focusing on carrier due diligence and offering a range of benefit products, the company aims to support insurers in meeting diverse consumer needs effectively.

Sawtooth Solutions, LLC is an employee-owned firm based in Minneapolis, Minnesota, founded in 2015. It specializes in wealth management services for a diverse clientele, including individuals, high net worth individuals, broker/dealers, insurance companies, banks, trust companies, and other investment advisers. The firm primarily invests in the public equity markets of the United States, as well as in mutual funds and exchange-traded funds. Utilizing a blend of fundamental and quantitative analysis, Sawtooth Solutions develops its investment portfolios while also incorporating external research to enhance its in-house capabilities. The firm offers a comprehensive platform for managing the wealth management process, delivered through a unified managed account program that integrates with Salesforce.com for effective client relationship management.

PFG Marketing Group, Inc. is a national insurance marketing organization that specializes in providing advisory services to professional insurance agents focused on selling life insurance and annuities. Founded in 1995 and headquartered in Glendale, Arizona, the company offers a range of financial strategies utilizing various insurance products, including traditional life insurance, fixed index annuities, and index universal life products. PFG Marketing Group aims to enhance the capabilities of independent agents and advisors by equipping them with comprehensive solutions for retirement income, income tax minimization, and wealth transfer strategies. By understanding the unique needs of their clients, PFG Marketing Group effectively assists agents in growing their businesses.

America's First Financial Corporation, founded in 1960 and headquartered in Saint Peters, Missouri, specializes in providing custom branding and marketing solutions tailored for independent financial advisors. As a subsidiary of Simplicity Group Holdings, Inc., the company offers a range of financial brokerage and advisory services, including wholesale asset-based long-term care and annuity products. By delivering these services, America's First Financial helps advisors define their planning specialties in long-term care and asset protection, particularly for retirement planning, thereby enhancing their ability to serve clients effectively.

AssetLock, LLC is a company based in Greenwood Village, Colorado, established in 2014. It specializes in developing investment and retirement account monitoring software designed to enhance communication between account holders and their financial advisors. The software provides real-time monitoring of account values, sending email and text notifications to users when their accounts reach new highs or decline to pre-determined risk thresholds. In instances where an account's value breaches these thresholds, the software alerts both the account owner and their AssetLock-equipped advisor, facilitating timely discussions about potential adjustments to the investment strategy. As of August 31, 2018, AssetLock operates as a subsidiary of Simplicity Financial Marketing Inc.