NEWS PROVIDED BY Simplicity Group Holdings Sep 13, 2018, 14:27 ET NEW YORK, Sept. 13, 2018 /PRNewswire/ — Simplicity Group Holdings (Simplicity) announced today that it has acquired investment and retirement account communication technology, AssetLock, and that it welcomes AssetLock’s founder, Jason Jenkins, as a new partner. In addition to assisting advisors enhance their business with AssetLock, Mr. Jenkins will also serve as Executive Vice
What Would It Take to Build Your Dream Practice? Think for a minute, what would it take to create your dream practice? In the real world, it takes coaching, community, resources. And you’re going to need tools, mentoring, and support. In this industry, it’s hard to get started. But what if you had some help and didn’t have to reinvent
Simplicity Financial Marketing Group Holdings, Inc. (Simplicity) announced today several additions and changes to its management team, all of which are designed to strengthen the business as it continues its rapid growth. William A. Malloy has transitioned back to the Board of Directors and will serve as Simplicity’s Chairman. Bruce G. Donaldson has assumed the role of Chief Executive
New York, NY (April 3, 2018) – Simplicity Financial Marketing Group Holdings, Inc. (Simplicity) announced today that it has acquired InsurMark, a leading Advisor Development Organization and one of the longest-standing, most successful insurance distribution companies in the country, and that it is pleased to welcome InsurMark’s founder Steve Kerns as a new partner. InsurMark is based in Houston,
New Year, New FMO Experience the Simplicity Difference for Yourself WHAT IS AN FMO? A Financial marketing organization (FMO) markets, sells and distributes insurance products such as annuities and life insurance. FMOs are a middleman distribution system for the insurance marketplace. The insurance carrier creates, registers and underwrites the insurance product and the FMO distributes and wholesales the products to
SIMPLICITY FINANCIAL MARKETING ACQUIRES TWO STRONG INSURANCE DISTRIBUTION COMPANIES FINANCIAL MARKETING ORGANIZATION PURCHASES WEALTHWISE PARTNERS AND LIBERTY FINANCIAL Hartford, CT (September 14, 2017) National independent insurance distribution company, Simplicity Financial Marketing, has acquired both WealthWise Partners LLC and Liberty Financial Resources, Inc., two high-growth, independent insurance distribution companies (IDCs). Founded in 2013 and based in Atlanta, WealthWise Partners was an
SIMPLICITY FINANCIAL MARKETING STRENGTHENS ITS SALES TEAM WITH NEW CHIEF SALES OFFICER FINANCIAL ORGANIZATION WELCOMES CHAD BLANTON TO ITS LEADERSHIP TEAM Hartford, CT (August 29, 2017) Premier independent financial distribution company, Simplicity Financial Marketing, has hired Chad Blanton as part of its growth plans. Simplicity is dedicated to providing its agents and business partners with the best tools and sales
SIMPLICITY FINANCIAL MARKETING NEW BRAND FOR FUTURITY FIRST FINANCIAL CORPORATION AND ITS SUBSIDIARIES SUPERIOR FOCUS ON INDUSTRY GROWTH AND INNOVATION Hartford, CT (June 20, 2017) Today marks the debut of Simplicity Financial Marketing as the new name for Futurity First Financial Corporation and its leading independent financial distribution platform, positioning the company for continued growth and expansion in the industry.