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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 Raleigh 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

“I am confident that Simplicity Raleigh is the place to get all of the training I need. Everyone has been hospitable, and the environment is conclusive to team building.”

- Edward J. Sewell, NJ

“The time I have invested with Simplicity Raleigh has been an eye-opening experience. What I have learned about strategies, technology products, and marketing far surpasses anything I have ever been exposed to anywhere else during my 30-year career. You will be doing your clients and yourself a big favor by associating with Simplicity Raleigh.”

- Victor C. Buffalo, MN

“This is the most thorough company I have ever been introduced to. Starting with the levels of information to the marketing, sales, and tracking of client relationships. Once introduced, you’ll never have to go anywhere else!”

-Gary A.Fairfield, CT

“Simplicity Raleigh is the first marketing organization I’ve worked with in 34 years that says what it means and means what it says. They have changed the trajectory of my career.”

-Patrick K. Woodridge, IL

“Excellent training and explanation of concepts and systems which will help any agent become more successful in my opinion based on 34 years in the financial services industry. Simplicity Raleigh is on the cutting edge.”

— Anthony H.

“Educational from start to finish. Efficient use of the cost – introduction to all of the tools we need in the business and actual application by demonstrating the sales process from start to finish. Stresses process to be successful. Total professional support staff in every department. Would recommend Simplicity Raleigh to anyone.”

Eddie H.

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