Who We Serve

Wholesale Organizations

Financial Advisors

Registered Representatives

Simplicity Investments

A Leading Broker-Dealer for the Insurance Industry

Simplicity Investments is a leading broker-dealer for the insurance industry. We have relationships with all the major insurance carriers and product providers, giving you access to the best solutions available.

We cater to brokerage general agents (BGAs), independent marketing organizations (IMOs), and independent insurance agents.

  • Business-Friendly Compliance
  • Competitive Payouts
  • Flexible Cost Structures
  • Unparalleled Expertise
  • Personalized Customer Support

Wholesale Organizations ⤍ Insurance Agents ⤍

Unleashing the potential for financial professionals.

We look to empower you with the tools and resources necessary to allow your practice to grow and thrive. Our organization is guided by our motto of “Doing the right thing is always the right thing.” We invite you to learn more about our family of financial professionals and explore the aspects that make us great.

We also believe that compliance is intended to enable your business, not get in the way. We want you to operate in the client’s best interest and can help you do so in a manner compliant with regulatory rules and guidance.

We understand that some financial professionals operate in a dual capacity offering both fee-based and commission-based products, and others operate as one or the other. We can accommodate almost any business model.

Testimonials

Our Customers Are Our Highest Priority

Business the right way

“The Leaders Group gives you the freedom to do the business the right way. Coming out of a career shop, you always heard what you can’t do, and never heard what you could do. They give us the ability to do what’s right for the customer and the freedom to do business and grow.”

Jimmy Jacobs

Milestone Financial Solutions

There is something very special here

“What a blessing in disguise it has been for us. I have had a wonderful experience. I went to my first Straight Talk conference last fall and had such an incredible time. It was a feeling of being a part of a family and the amazing willingness to share ideas was great. I felt very welcome. There is something very special here.”

John DuBois
Illumination Financial Group LLC

A wonderful experience

“I started in 2019 when Nationwide Securities shut down their broker-dealer, and it has been a rewarding experience. The ease of submitting business is key and I feel like they have invented the wheel. It used to take me an hour or two hours to submit business before, and now it takes me five minutes. As a result, I’ve had the best financial production year I’ve had in 37 years. The depth and breadth of the product that they allow me to sell is fantastic. Hats off to Jane and the compliance department, they truly make compliance an easy process. Everyone at Simplicity Investments has made it a wonderful experience. I would tell any agent that they need to consider The Leaders Group, and I consider them the gold standard.”

Bill Oliver

Oliver Insurance and Financial Services

*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.

Industry Recognitions

Recognized as a top independent broker-dealer in the nation several years running by InvestmentNews.

More information can be found at InvestmentNews.com ⤍