Simplicity OID successfully completes SOC 2 Audit to further its commitment to Security Louiville, KY, January 10, 2025— Simplicity OID (https://simplicityoid.com/ ), the pioneer of the Fiduciary Insurance Marketplace for Investment Advisors, today announced its successful completion of its SOC 2 audit as of May 1 to Oct 31, 2024 as it looks to enhance...Continue Reading

Zionsville, Ind. [October 22, 2024] — Gainbridge®, through its Group 1001 affiliate, announced today a partnership with Simplicity OID, the leading independent platform in the annuity marketplace for registered investment advisors (RIAs). Simplicity OID, an outsourced insurance desk, provides RIAs and their customers valuable solutions that are simple to use, easy to understand, and delivered...Continue Reading

San Francisco, CA – November 16, 2023 – Luma Financial Technologies (“Luma”), an award-winning global independent alternative investment platform, announced today their partnership with Simplicity OID®, the leading independent platform for fee-based insurance solutions. Luma’s innovative platform will now integrate Simplicity OID’s fiduciary marketplace of commission-free annuity and insurance solutions, providing non-insurance licensed Registered Investment...Continue Reading

Impacts of inflation, geopolitical instability, and healthcare costs on retirement portfolios may be fueling client curiosity about how to protect income in retirement. San Francisco, CA – September 27, 2023 – Simplicity OID, the leading independent platform for fee-based insurance solutions, in partnership with Allianz Life Insurance Company of North America (Allianz) released their joint...Continue Reading