Process Management
As your singular source for fixed insurance products, Simplicity’s experienced key account managers are committed to providing you with the utmost professionalism and complete support. Our goal is to simplify your insurance offerings so that you may focus on accumulating assets and growing your business. Our Broker Dealer key account management services include:
STRATEGIC
PRODUCT SELECTION
Simplicity has access to the industry’s top fixed index annuity and life insurance products. We can help you identify and select the appropriate insurance solutions that fit within your requirements and assist your Registered Representatives in fulfilling their commitments to their clients.
COMPLETE
BACK-OFFICE SUPPORT
Simplicity’s all-inclusive back-office support can help you streamline your fixed insurance product business in the areas of compliance, contracting, new business, reporting, sales support, OSJ communications, and more. Our back-office support will work to ensure your insurance business is operating at full efficiency.
Partner with Us
The dedicated team behind Simplicity can help you structure a service package that satisfies your requirements and the unique needs of your Registered Representatives. To learn more about a partnership with Simplicity…
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