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Simplicity is the leading retirement planning business through its commitment to
client education and long-term consumer value. Simplicity is the leading
retirement planning business through its commitment to client education and
long-term consumer value.


SIMPLICITY IS THE LEADING RETIREMENT PLANNING BUSINESS THROUGH ITS COMMITMENT TO
CLIENT EDUCATION AND LONG-TERM CONSUMER VALUE.




INTELLIGENT SOLUTION DESIGN

Simplicity is committed to innovating the financial planning business for its
distribution partners, advisors, and consumers. The breadth and expertise of the
organization allow it to identify the current and anticipated needs of its
clients and design the easily executable solutions that will support them in
realizing their business and life objectives. Simplicity’s systems and programs
focus on three core areas of a financial organization:

MARKETING

Data-driven, turnkey marketing solutions, tailored to the client’s strengths,
market profile, budget, business vision, and life objectives.

OPERATIONS

Streamlined operational solutions, backed by proprietary systems, products, and
technologies that will optimize the client’s business efficiencies and overall
productivity.

RELATIONSHIPS

Establish meaningful connections and a sense of community, that support and
motivate the transformation of the client’s business and life.


OUR VISION IS SIMPLE…

“Simplicity aspires to be the leading financial products distribution firm by
helping advisors and their clients achieve their financial goals.”



Bruce Donaldson
President & Chief Executive Officer




DELIVERING THE SIMPLICITY VISION



Simplicity is at the forefront of advancing retirement planning for consumers
and their financial representatives by focusing on the two hallmarks of
retirement: principal protection and longevity risk mitigation. We do this
through a holistic planning lens, providing our affiliated advisors, agents, and
their clients with guaranteed income and life insurance products, wealth
accumulation strategies, and long-term care protection.





WHO WE WORK WITH…



DISTRIBUTION PARTNERS

Our distribution partners are the core of our business. From executing the
corporate vision to leading our strategic growth plan, our partners are
responsible for the organization’s vitality and industry influence.

ADVISORS AND AGENTS

We understand the challenges our advisors and agents face, which is why we have
dedicated our business to providing them with the financial products,
operational support, and sales and marketing resources, to consistently grow
their businesses.

INSURANCE CARRIERS

We work with the nation’s foremost carriers and have access to nearly every
annuity and life product available in the marketplace, as well as proprietary
products exclusive to us.





CONTACT US

Simplicity Group

E: info@simplicitygroup.com
86 Summit Avenue, Suite 303
Summit, New Jersey 07901


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