Independent wholesaler Simplicity Cleveland operates as an Independent Marketing Organization that wholesales life insurance, annuities, and LTC products, presenting an opportunity to partner with advisors seeking scalable product distribution and back-end support.

Growth focus With a stated aim to help advisors grow their business and an entrepreneurial wholesale model, there is potential to upsell additional product lines or higher-value annuity and LTC offerings to expand advisor client bases.

Tech-enabled Utilizes modern web and cloud infrastructure (WordPress, MySQL, WP Engine, Cloudflare, HTTP/3) which can support digital marketing services, lead generation, and API-driven product access for advisors.

Small team leverage A lean organization (2–10 employees) indicates agility but may require scalable outsourced ops, marketing, and underwriting support to handle growth and expand market reach with minimal incremental cost.

Revenue potential Current revenue in the 1–10 million range suggests the company is a mid-market distributor with room to grow through expanded carrier partnerships, higher-margin products, and expanded geographic or channel footprint.