Simplicity Financial Marketing Holdings
Date | Investors | Amount | Round |
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N/A | Buyout | ||
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Total Funding | - |
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EditSimplicity Group is a Financial Marketing Organization that specializes in providing annuity, life insurance, and retirement solutions to insurance financial advisors and their clients. The company operates in the financial services market, focusing on retirement planning and long-term consumer value. Simplicity Group serves insurance financial advisors and agents by offering a range of financial products, operational support, and sales and marketing resources to help them grow their businesses. The business model revolves around creating streamlined operational solutions backed by proprietary systems, products, and technologies to optimize business efficiencies and overall productivity. Simplicity Group makes money through its partnerships with advisors and agents, who distribute their financial products to end clients. The company also offers data-driven, turnkey marketing solutions tailored to the strengths, market profile, budget, business vision, and life objectives of its partners.
Keywords: annuity, life insurance, retirement solutions, financial advisors, operational support, sales resources, marketing solutions, proprietary systems, business efficiency, consumer value.