Log In

Contact Us

Hours

Market Days: 8:30AM – 7:00PM ET
Fridays: 8:30AM – 5:30PM ET
Weekends and Holidays: Closed
Phone: (877) 575-2742
FAX: (502) 882-6040

Mailing Address

Advisor Solutions Team:
222 South First Street. Suite 600.
Louisville, KY 40202

Headquarters:
505 Montgomery Street. 11th Floor.
San Francisco, CA 94111

Send a Note

Please fill out the form and we will get back to you soon.

    Operational Excellence

    We help locate solutions that aim to control what can be controlled: risk exposure, cost, tax treatment, and investor behavior. Our unique process enables you to manage all of your clients’ annuity and life assets on one platform. A Simplicity OID representative will be the agent on all insurance-based solutions. Our representatives complete and manage all insurance paperwork and keep you fully engaged and informed throughout the process.

    • Simplicity OID rep is retained as agent of record
    • Advisor manages subaccounts in client annuities
    • Asset management for no-load products is a billable service
    • Accounts are visible in favored technologies via DST/DTCC