Specializations: Insurance Solutions, Protection Planning, Life Insurance, Long-Term Care, Disability Insurance, Annuities, Advanced Case Design, Underwriting Support

Simplicity Group is a leading insurance solutions organization that partners with financial advisors, institutions, and insurance professionals to help deliver protection and wealth-planning strategies as part of a holistic financial plan. The firm provides access to insurance carriers, product resources, advanced planning support, underwriting guidance, sales technology, and operational support across areas such as life insurance, long-term care, disability insurance, annuities, and income-planning solutions.

Through True Compass Advisors’ relationship with Simplicity Group, our team has access to expanded insurance architecture and planning resources designed to help us evaluate and coordinate customized insurance strategies for our clients. This relationship allows us to work alongside experienced insurance professionals who can help with case design, carrier comparisons, underwriting review, and solution development for a wide range of client needs.

For our clients, this means insurance planning can be approached as part of the broader financial planning process — not as a standalone product conversation. Whether the need involves family protection, long-term care planning, disability income protection, retirement income, estate planning, or business-owner planning, Simplicity helps provide the resources and infrastructure to evaluate appropriate solutions in a thoughtful and coordinated way.

Through LPL Financial’s strategic relationship with Simplicity, advisors who use Simplicity gain access to insurance products, operational support, training, technology, wholesale support, point-of-sale support, end-to-end solutions, and advanced planning expertise.