Simplicity’s comprehensive, tech-enabled investment platform can help advisors attract, close, and retain high-net-worth investor clients. Contact Simplicity Wealth to learn more.
关于我们
Led by hallmarks of education, value and partnership, Simplicity Group provides holistic financial professionals and their clients with a comprehensive suite of products and services for every phase of life. Simplicity provides its advisor, agent, broker-dealer, and financial institution partners with best-in-class and proprietary products and operational support in the areas of guaranteed income, life insurance, wealth management, and long-term care. The organization also delivers sales and marketing resources and training to help its partners consistently grow their businesses and serve their clients.
- 网站
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https://www.simplicitygroup.com
Simplicity Group的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Summit，New Jersey
- 类型
- 合营企业
地点
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主要
获取路线
86 Summit Ave
US，New Jersey，Summit，07901
Simplicity Group员工
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Rick Voight
CEO - Vivid-Pix
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Nathan Lee
VP of Technology with 14+ Years in Financial Services | Strategic Technology Leadership | Bridging Traditional Finance & Modern Tech for Business…
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Scott Grayson
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William Wright, CFP?, CKA?
Influencer, Speaker & Advisor Development Consultant for Financial Advisors
动态
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Simplicity Acquires Concourse Financial Group Agency from Protective Life. Read full release here: https://bit.ly/4ezkMAz #EducationValuePartnership
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Thank you NAFA (National Association for Fixed Annuities) for a productive conference...as well as a great excuse for Team Simplicity to be together. Alexander Guidice, Jay Adams, Chris Knox, RICP?, Michael Ebmeier, CFP, CLU, ChFC, Lauri Beck, Emily Cramer, Jeff Maxey, Jarrod Fisher, Paul McGillivray, Randy Yost #ThisIsSimplicity #OneSimplicity #Partnership
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Simplicity partners with National Brokerage Agencies (NBA) to offer their member organizations an unrivalled suite of products and services. Read the full release here: https://bit.ly/4eNhvx9 Dan Eibner Janice Stevens
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The life/annuity industry’s total income increased by 7.7% from the first half of 2023 to $578.3 billion. Read more here. https://bit.ly/4dpmDql
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Generation Z is the newest generation to reach adulthood and are starting to think about life insurance. Read more here. https://bit.ly/3XO5BNU
Gen Z feels 'overwhelmed' and 'anxious' about insurance
https://insurancenewsnet.com
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Make your sure clients are protected and help ease their concerns. #LIAM24 #thisissimplicity
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Thank you for your partnership Oceanview Life and Annuity
Excited to announce the launch of the Oceanview Topsider Fixed Indexed Annuity, now available exclusively through Simplicity Group! This product offers enhanced growth potential with principal protection, featuring the Gain Control Option. Contact your Simplicity Group representative or visit?https://www.simplicitygroupcom/contact/ to learn more.
Innovative Topsider Fixed Indexed Annuity Launched by Oceanview Life and Annuity Company and Simplicity Group
businesswire.com