Simplicity

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.

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.

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

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.

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.

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.