Who We Serve…
Simplicity works with a select group of organizations and serves their affiliated financial advisors, agents, accountants, and attorneys.
Insurance and Financial Advisory Firms
Benefit from a verified lead generation system that will help you increase sales, client retention, and protect your business.
Broker-Dealers, RIAs and Banks
Our compliant system will help your advisors generate more GDC, AUM, and insurance sales.
Independent Marketing Organizations
Attract the top advisors with a turnkey, client-acquisition system that will help grow their sales year-after-year.
Elder Law Firms
Increase your firm’s revenue by providing your attorneys with an alternative to Medicaid and VA planning.