Washington, D.C., (October 17, 2023) – Today, Finseca and the Simplicity Group announced a 100 percent Enterprise Membership agreement. Simplicity Group is a leading financial services firm dedicated to providing holistic planning solutions and educational tools for advisors and their clients, to help them achieve their financial goals. For both Finseca and Simplicity Group, this new enterprise relationship clearly illustrates the commitment to strengthening unity across the profession as we seek to serve many more millions of Americans.
“By joining forces with Finseca, we are solidifying our commitment to the future of our profession, strengthening our collective voice, and helping more Americans become financially secure,” said Bruce Donaldson, President & CEO of Simplicity Group. “We are aligned with Finseca in our commitment to providing educational resources and access to valuable products in partnership with our agent and advisor community, and are proud to support Finseca’s advocacy efforts on behalf of our entire industry.”
“The need for a stronger, more unified voice is more important now than ever,” said Tori Van Dusen-Roos, Board Chair of NAILBA, a Finseca community. “Finseca is about delivering financial security for all, but we understand that achieving this goal is only possible if we bring the entire profession together so we can speak with a stronger voice. Greater influence and a collective effort will drive better outcomes across the profession as well as with policymakers and consumers. We are excited to welcome Simplicity Group to the movement.”
“We are thrilled to welcome Simplicity Group into the Finseca family,” said Marc Cadin, CEO of Finseca. “We know the key to closing the $12 trillion dollar protection gap is through the financial security profession. Relationships with market leaders like Simplicity ensure we can more effectively tell the story of our profession’s noble work and better advocate on their behalf. We’re grateful to Bruce and his team for coming alongside us and look forward to this special relationship driving us closer to our objective of financial security for all.”
About Finseca
At Finseca, we know that financial security improves people’s lives and protects their livelihoods and future wellbeing. We are rising to the challenge of increasing financial security for all. Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day.
Media Contact
Maggie Seidel – (c) 202-718-7774 | mseidel@finseca.org
