Sophisticated Solutions. Simple Execution.

Intelligent Solution Design

Simplicity Group Holdings 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:

Simplicity Holdings Marketing
MARKETING:

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

Simplicity Holdings Operations
OPERATIONS:

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

Simplicity Holdings Relationships
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…

“Our vision is to become the premier financial institution that supports financial advisors in executing their commitments to their clients and achieving their professional and life goals.”

Bruce Donaldson
Chief Executive Officer

Delivering The Simplicity Vision

Simplicity is at the forefront of advancing the advisor-client relationship through its newest offering: AssetLock®. AssetLock® is an award-winning communication tool that monitors the performance of a retirement or investment account, and predetermines the amount of downside the consumer client is willing to tolerate.

AssetLock® helps further the advisor’s standard of care as it:

Defines the client’s risk tolerance and investment action plan
Streamlines account communication between the advisor and client
Builds client trust through secured online access and transparency
Helps prevent the client from making emotionally charged investment decisions

Through Simplicity, AssetLock® Equipped Advisors also have access to the customizable App, training materials, marketing resources, and the AssetLock® Support Team.

Visit AssetLock®

Simplicity Works With…

Simplicity Holdings Partners

Partners

Simplicity’s distribution partners are at the core of the organization. From executing the corporate vision to leading…

Simplicity Holdings Carriers

Carriers

Simplicity works with the nation’s foremost carriers which have access to nearly every annuity…

Simplicity Holdings Advisors

Advisors

Simplicity is dedicated to supporting its affiliated advisors in executing their commitments to their clients…

Simplicity Holdings Consumers

Consumers

Simplicity is one of the nation’s largest financial marketing organizations – providing annuity, life insurance…

We work with…

Simplicity Holdings Consumers

Consumers

Simplicity’s distribution partners are at the core of the organization. From executing the corporate vision to leading…

Simplicity Holdings Advisors

Advisors

Simplicity works with the nation’s foremost carriers which have access to nearly every annuity…

Simplicity Holdings Partners

Partners

Simplicity is dedicated to supporting its affiliated advisors in executing their commitments to their clients…

Simplicity Holdings Carriers

Carriers

Simplicity is one of the nation’s largest financial marketing organizations – providing annuity, life insurance…