Led by hallmarks of education, value and partnership, Simplicity Group provides holistic financial professionals and their clients with a comprehensive suite of products and services (Life Insurance, Annuity, Wealth (RIA) and Asset Based – Long Term Care) for every phase of life.
Elite Producer Group (EPG) was built with the high-end, independent producer in mind. Becoming a member of EPG allows you to remain in control, stay independent, but lean on us for support when needed. Simplicity Group holds the tools to grow your practice and continue to build your future.
Simplify your communication process with direct access to the industry’s top life insurance carriers, so you and your team can cut out the middle-man, get the help and answers you need, with maximum efficiency. In addition to direct communication, you are recognized for your production and have the ability to earn incentive bonuses and rewards directly from carriers. Our carriers have dedicated underwriting, sales and case management teams for EPG members that understand our elitelevel producers and the high-net-worth clients you engage with.
EPG members have access to a team of underwriters available to assist with medical record summaries, rating predictions and solutions, finding the right carrier for your client’s medical impairments, and to act as an advocate on your side through the underwriting process. Understanding your client’s medical information and getting ahead of the underwriting process before you submit a case is crucial. Utilizing our underwriters as a liaison between you and the carrier underwriter can make all the difference when deciding your client’s medical rating on the next large case.
With the wide variety of carriers and products available in the marketplace today, having someone on your side that knows all the options is invaluable. In partnership with the advanced sales teams at our carriers, our management team has the large case expertise needed to assist your team in placing your cases effectively and efficiently.
Off-the-shelf products can be great in some instances, but our carriers also understand that offering custom-made products for elite level producers can provide a significant advantage to our members. We have several proprietary products from multiple carriers that are only available because of our demonstrated ability to operate in the high net-worth client space. The products have custom designed features that improve in underwriting, cash accumulation, premium financing options and several other areas.
EPG is the only producer group in the industry that offers an inhouse full-service Annuity team to assist you with all aspects of your annuity business. There are also several other resources available to you when joining EPG, including: Winflex carriercompliant illustration software for term and permanent products, NIC In-force policy management software, Patrick Kelly’s Tax- Free Retirement program, iPipeline e-app and forms and more!
Being part of an elite group means receiving elite compensation. EPG members enjoy unparalleled commissions from our carriers. Our production as a group drives carriers to offer some of the best rates available in the industry, which directly benefits our members. Independent producers are often unaware that they are leaving money on the table every year, even with high annual production. Our goal is to unravel the mystery and provide our members with elite-level compensation from the first day to the last dollar.
