Simplify the Complexities of Doing Business

So you can focus on building client relationships and adding value.

Simplicity Investments, Inc. is the independent broker-dealer for Simplicity Group, offering a partner-focused design built on three decades of excellence. We serve BGAs, registered representatives, independent agents, and hybrid advisors with comprehensive, commission-based, client accumulation and protection solutions.

Who We Serve

Wholesale Organizations

Registered Representatives

Independent Agents

Hybrid RIAs

Our Approach

Simplicity Investments provides the best solutions possible to meet clients’ needs, making us a leading broker-dealer for the insurance industry.

We also offer:

Partner-Focused Design

Competitive Payouts

Flexible Cost Structures

Unparalleled Expertise

Personalized Customer Support

Industry Recognitions

We have been recognized as a top independent broker-dealer in the nation for several years running by InvestmentNews.

More information can be found at InvestmentNews.com ⤍