Business Details
Trusted Financial Advisers in Springfield, MO
Marketing Financial is a full-service brokerage and consulting firm dedicated to empowering financial professionals with comprehensive solutions across life insurance, annuities, premium financing, and wealth management. Our national reach and partnerships with leading insurance companies and wealth managers enable advisors to deliver tailored strategies that address clients' financial goals. We prioritize education, equipping professionals with the knowledge to navigate investment opportunities, risks, and protection strategies. Our commitment to value is reflected in our best-in-class financial products designed to meet holistic planning objectives. Through proprietary technology platforms, advanced sales training, and end-to-end case management support, we streamline business efficiencies for advisors.Our proven sales methodologies and institutional trading capabilities help advisors maximize growth potential while safeguarding assets. With $10B+ in annual annuity sales and $400M+ in life insurance sales, we combine scale with personalized service. Our team provides underwriting expertise, product education, and point-of-sale materials to enhance client interactions. We foster long-term partnerships built on mutual benefit, supporting advisors from lead generation to policy execution. Our mission remains centered on securing clients' financial futures through innovative, client-needs-driven solutions.
Services
Life Insurance
Annuities
Wealth Management
Disability Insurance
Training Programs
Highlights and features
- We offer proprietary technology platforms for efficient case management
- Our team provides advanced sales training with proven methodologies
- We maintain partnerships with top-rated insurance companies nationwide
- We deliver client-needs-driven portfolio strategies with institutional capabilities
- Our holistic approach combines wealth accumulation with protection strategies
Services
Life Insurance
Our life insurance solutions provide comprehensive coverage for estate planning, income replacement, and wealth transfer. We offer permanent life policies including indexed universal life, variable life, and guaranteed universal life options. Our experienced team helps advisors select appropriate products for clients' specific needs ranging from final expense coverage to business continuity planning.
Annuities
We specialize in annuity solutions including fixed index annuities, multi-year guaranteed annuities, and registered index linked annuities. Our proprietary products help clients achieve retirement income goals while protecting principal. Advisors receive specialized training and support for implementing these complex financial instruments effectively.
Wealth Management
Our wealth management platform combines institutional trading capabilities with annuity portfolio integration. We provide access to leading money managers and proprietary resources for creating diversified investment strategies. The platform supports holistic financial planning with tools for tax-efficient growth and asset protection.
Disability Insurance
We offer comprehensive income protection solutions including individual disability insurance and business overhead expense coverage. Our products help safeguard clients' earning potential against unexpected disabilities. Advisors receive specialized support for implementing these critical protection strategies as part of comprehensive financial plans.
Training Programs
Our training programs include monthly Advisor Growth Forums, in-person sales training events, and virtual Simplicity University sessions. These educational offerings cover sales methodologies, product updates, and field-tested strategies. Participants gain practical tools to enhance client acquisition and improve business performance through proven techniques.
Questions
What financial products does Simplicity Group offer?
We provide life insurance, annuities, wealth management solutions, disability insurance, and long-term care products through our proprietary platform and partner network.
How can advisors access your training programs?
Advisors can register for our monthly Advisor Growth Forums, in-person sales training events, and virtual Simplicity University sessions through our Agent Center portal.
Do you offer technology tools for financial professionals?
Yes, we provide proprietary technology platforms for case management, quoting, and submitting applications to streamline advisors' workflow processes.
What support services are available for case submissions?
Our team offers underwriting support, case design assistance, and product illustration tools to help advisors implement solutions effectively.
Are your financial products available nationwide?
Yes, our solutions are available through a national network of insurance companies and wealth management partners across the United States.
How do you help advisors grow their businesses?
We provide qualified lead generation, sales process training, and business development resources to help financial professionals increase production and client retention.
Reviews (2)
Steven J. Kasperski
Aug 26, 2021
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Top-notch, professional team at Marketing Financial. They will bend over backwards to be a part of your team!
Six Gold Sluggz
Feb 22, 2021
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This Firm and staff has been a well thought out supreme process. And writing policies for families and individuals with Marketing Financial is simple,easy,and l am comfortable sharing my experience,to help aid and assist your choices as to how much is needed,to protect loved ones from the enevitable.Companies offered by this Firm are GradeA+.
