Principal Partner,
Simplicity Group
Jamie Cline is a Principal Partner with Simplicity Group, where he helps lead the firm’s Atlanta operations and works with financial professionals across the country to grow and evolve their businesses.
With more than two decades in financial services, Jamie has built his career around helping advisors grow, solve complex client needs, and build more valuable businesses. He also serves on Simplicity’s Partners Advisory Board, contributing to strategic initiatives focused on advisor growth, distribution, and the evolving needs of independent financial professionals.
In this breakout session, fellow BGAs share how they’re positioning their firms for the annuity market—whether entering, scaling, or refining an established book—and how cross-selling fits into that strategy. Expect practical takeaways on positioning and growth you can apply right away.
Education & Insights at NAILBA 45 are brought to you by Corebridge Financial.