Partner with Simplicity OID

(Outsourced Insurance Desk)

Our mission is to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service. Partnering with Simplicity OID (Outsourced Insurance Desk) is easy. Fiduciaries don’t need to have insurance licenses to access our marketplace of no-load insurance + annuity solutions. We’re the agent of record, and there’s no additional cost to you or your clients.

Independent

We don’t represent the interests of insurance companies. Partner with us for unbiased guidance & support about zero-commission solutions. 

Transparent

Our simplified no-load solutions offer tremendous client value and transparency in their design and pricing.

Connected

View client annuity assets in your portfolio software and client statements via data connections through DST, DTCC and others.

No Additional Cost

Consultation, ongoing servicing, and monitoring of client accounts is provided free of charge to you and your clients. 

Client Needs

Meet these client needs with our platform's no-load insurance + annuity solutions built for RIAs.

Accumulation

Improve accumulation for your clients with low-cost, no-load options from Simplicity OID. 

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Retirement Income

If your goal is to create reliable, sustainable retirement income streams for your clients, low-cost, no-load annuities offering lifetime income may help you get there without annuitizing.

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Principal Protection

Protect client principal against market volatility with no-load Fixed Annuities and Fixed Indexed Annuities from Simplicity OID.

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Wealth Transfer

Our licensed team of experts is trained to help you ensure the worry-free transfer of wealth for your clients with low-cost, no-load annuities and insurance solutions.

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Insurance

Simplicity OID offers term life insurance, permanent life, long-term care insurance, disability insurance and some supplemental insurance for clients of the RIA firms we serve.

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Carrier Partners
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RIA Advisor Partners
$0B
Assets Under Administration
1000+
Accounts Serviced