Simplicity Allegis (Allegis Advisor Group) is dedicated to supporting independent insurance professionals in expanding their practice. With a commitment to providing innovative solutions and resources, Simplicity Allegis empowers advisors to enhance their services, streamline operations, and achieve long-term success.
Our guiding principles inform everything we do:
Education
Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.
Value
Delivering best-in-class financial products that meet the holistic financial planning objectives.
Partnership
An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.
Products
With a national reach and partnerships with leading insurance companies and wealth managers, Simplicity empowers financial professionals to deliver wealth accumulation and protection strategies as part of a holistic financial plan. Simplicity’s solutions are designed to maximize growth potential while protecting hard-earned assets – helping advisors secure the financial futures of their clients.
Resources
Simplicity’s dedicated marketing team has the expertise and tools to support financial advisors in growing their business.
Resources include marketing, workshops, video services, quoting software, digital sales strategies, and more