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 upheld by three decades of unwavering commitment to partner success. 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 comprehensive, robust solutions 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 ⤍