Simplicit Financial

At Simplicit, we are dedicated insurance experts, specializing in providing exceptional insurance solutions for financial, business, and estate advisors. Our mission is to empower advisors to retain their clients and keep them happy by providing unparalleled insurance expertise. We believe that insurance should be a core component of any comprehensive financial plan, and we're committed to helping advisors deliver exceptional service to their clients.

Our Vision

Our vision is to create an ecosystem where advisors can focus on their strengths, while we handle the insurance needs of their clients. We're not here to replace advisors, but to augment their services, providing expert guidance and support to help them deliver the best possible outcomes for their clients. By partnering with us, advisors can rest assured that their clients' insurance needs are in good hands, allowing them to focus on their core business.

Our Expertise

We specialize in providing customized insurance solutions for life, disability, and long-term care. Our team of experts has years of experience in the industry, and we're committed to staying at the forefront of the latest insurance trends and products. We work closely with top insurance carriers to offer our clients the best possible solutions, and our medical director provides valuable guidance throughout the medical underwriting process.

Our Services

We offer a range of services designed to help advisors deliver exceptional service to their clients. From carrier diligence to policy selection, medical underwriting, and financial underwriting, we've got you covered. We also provide advanced solutions for non-qualified deferred compensation, key-man coverage, golden handcuffs, and post-sale income solutions.

What Sets Us Apart

Our commitment to transparency and exceptional service sets us apart from others in the industry. We work alongside advisors and their clients to analyze their needs, identify risks, and implement tailored solutions. We don't manage money; we work alongside your client's team of professionals to provide the highest quality insurance and income options available.

Testimonials

Don't just take our word for it. Our clients rave about our exceptional service and expertise. "Great answer, great detail. You are an expert in your field. Thank you." - Mike C., Business Owner. "We were greatly impressed with the due diligence that the Simplicit team did for our business. In the end, we had confidence in the two solid options they proposed." - Todd G., Business Owner.