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IMPORTANT MESSAGE FOR OUR BUSINESS PARTNERS

March 18, 2020

As markets and the current health issues presented by COVID-19 continue to evolve in unprecedented ways and at a rapid pace, we wanted to update all our valued business partners on Simplicity’s business continuity plans, which have now been implemented.

First, we hope that this update finds you and your families healthy and safe. We express our best wishes to all those who have been, or may be, impacted by the Coronavirus. If there is any way we can support you in dealing with the impacts from Coronavirus, please contact your Simplicity business partner. We have long track record of engaging in charitable works and many of Simplicity’s Principals are leaders in their community.

Second, in light of the extraordinary drop in equity markets over the last two weeks, many Americans are in need of the very products and services that we proudly distribute with you. Never has investment safety, coupled with the potential for upside appreciation, been so needed. The uncertainty caused COVID-19’s unpredictable impact (both health and economic) over the coming months means there is likely to be continued volatility. During this period, traditional means of distribution (events, seminars, appointments, etc.) will be curtailed by governmental actions designed to enforce social distancing. To address the confluence of these challenges, Simplicity’s sales offices have been working on developing virtual meeting and sales practices. Please contact your Simplicity business partner to learn about our various webinars and sales support.

Third, Simplicity is “open for business”. We have fully implemented our business continuity plans. We are well capitalized. Our technology is cloud-based and our communications remain secure. We are providing remote access functionality and/or a work-from-home ability for Simplicity’s 300+ employees at the direction of their Principals. Each of our 18 offices across the country remains open and we are processing business daily. We are committed to protecting the health of our employees and we are grateful for the opportunity to serve you. We are prepared to fully meet our obligations and your expectations through this challenging period.

Finally, we recognize that current events present a daunting challenge from a business continuity perspective. There is a likelihood that our business, and/or your business, could be materially impacted. In recognition of this possibility, we are committed to transparency and flexibility. Communication and partnership will be key. Your Simplicity business partners will provide you with the best service possible and, to the extent there are new needs you would like to have addressed, please contact us at your earliest convenience. We are proud to be able to work with you through this unprecedented period.

Sincerely,
Bruce Donaldson
President & CEO
Simplicity Group

This is Simplicity.

Simplicity Houston is a leading financial product distribution organization that specializes in providing best-in-class insurance, investment, and business development solutions to the independent advisor.

At Simplicity, we know what marketing and operational drivers sit behind a successful financial business. We also know that time and money are of the utmost importance to every business owner, which is why we are committed to providing business solutions that are intelligent in design, proven to work, and are easily executable.

Join Simplicity and know that you have a partner who understands the current and anticipated needs of your financial business, and is dedicated to helping you execute your commitments to your clients and lead your business to newfound success.

• Premier Insurance & Wealth Management Solutions
• Innovative Sales & Marketing Strategies
• Streamlined Operational Solutions

• Professional Execution & Support
• Forward-Thinking Training

Not sure what to do next with your business?

Simplicity’s proprietary KRA business development process can help you analyze and measure your current marketing, operations, and sales functions, highlight areas of importance, and create a step-by-step plan for achieving your goals.

Learn More

Advisor Testimonials

“As an MDRT/ Top of the table producer, I have tremendous gratitude for Simplicity Houston’s help and support of my firm over the years. The staff has been an extension of my office and has always been very respectful and responsive to my needs.  One of my early mentors, John Savage, would say, “Our job is to serve not be served” and Simplicity Houston epitomizes that mentality.”

- G. Foster

“As an independent agency that specializes in working with ultra-wealthy, we have a lot of choices as to where we place our business. The Simplicity Houston team is second to none when it comes to service and handling our cases from design to delivery. I never have to worry about a case not getting the attention it deserves. The team at Simplicity Houston makes certain that nothing is overlooked.”

- T. Angelos

“I have been working with Simplicity Houston for over 10 years and I continue to be impressed with the team’s product and sales process knowledge. Simplicity Houston works closely with the industry’s highest-rated and most competitive carriers for life, annuities, long term care, and disability insurance. I encourage any serious agent or advisor to work with Simplicity Houston on your next case – you will not be disappointed.”

- T. Metcalf

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