Simplicity OID was formed for the express purpose of challenging the status quo within the insurance/annuity world by leveraging proprietary technology to broadly expand the distribution of guaranteed retirement income solutions to the many consumers approaching or in retirement.
Founded by veteran executives who shared the vision of building a retirement income and savings platform focused on independent RIAs, Simplicity OID offers innovative solutions that help RIAs protect their clients and expand their retirement income business.
David Stone
Edward J. Mercier
Jeffrey P. Cusack, CIMA
Tom McNeela
Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.
Delivering best-in-class financial products that meet the holistic financial planning objectives.
An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.