Simplicity

Simplicity operates as a leading partner for advisors, financial institutions, and consumers, focusing on wealth accumulation and financial protection. Since its inception in 2016, the company has grown rapidly, offering a wide array of tools and technologies to support holistic financial planning. Simplicity's approach is anchored in six fundamental considerations: longevity, liquidity, inflation, market, mortality, and taxes.

The company provides services such as wealth management, broker dealer services, and financial education. Simplicity also collaborates with Protected Tomorrows to offer specialized planning for families with special needs. Their platform supports independent agents, advisors, banks, and broker dealers, emphasizing education, value, and partnership.

With over 80 sales offices and more than 1,200 employees, Simplicity has completed over 65 acquisitions and added over 200 shareholder-partners. The company manages $11 billion in annuity sales and $515 million in life sales, demonstrating its significant impact in the financial services industry.