Simplicity InsurMark
InsuranceTexas, United States51-200 Employees
Simplicity InsurMark, based in Houston, Texas, operates as an advisor development organization within the insurance sector. It works with independent financial advisors to connect them with resources and services across branding, marketing, lead generation, practice improvement, and client communications, with the aim of producing a practical business blueprint for their firms and clients. The company targets independent financial advisors and their partners, offering a structured process that blends education and on-site training to help navigate industry changes. In July 2023, Jeff Maxey was appointed president, signaling leadership updates as the organization continues its work with advisors.