Category: Partnerships

As a leading Medicare-focused agency, Senior Planning Center has earned a stellar reputation and high retention through exceptional service. It’s an approach that makes the Maine-based firm a wonderful addition to the Integrity family. Access to Integrity’s platform of systems and resources will empower the Senior Planning Center team to build on their already proud legacy. The partnership offers a path to a more secure future for the agency and its clients — and a way for Integrity to holistically serve the life, health and wealth needs of even more Americans.

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As the senior market continues to expand, consumers need holistic solutions to protect their life, health and wealth. Senior Resource Services is committed to meeting those needs — and ready to serve more Americans by partnering with Integrity. Based in North Carolina, Senior Resource Services offers Medicare coverage, long-term care planning, life insurance and annuities designed to help people plan for the good days ahead. Integrity’s technology, resources and support will help the agency begin a new chapter of enhanced service and growth.

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New York City-based American Business is a life insurance and estate planning specialty firm that provides solutions to high-net-worth families, athletes, entertainers and their advisors. The company’s “two-client” philosophy has helped it grow steadily via referrals and strong word of mouth. Gaining access to Integrity’s innovative technology, insightful data and wide-ranging resources allows American Business to build on an already rock-solid foundation. All while continuing to deliver the exceptional service and attention to detail that sets the firm apart.

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As a successful company rapidly grows, the need for technology, resources and support grows with it. For Richman Insurance Agency, Integrity is the ideal partner to take its business and growth to exciting new heights. The hard working, up-and-coming Texas-based agency excels at training agents and has a proven track record of providing exceptional service. Gaining access to Integrity’s full stack platform — and the wisdom and insight of leaders in the Integrity family — will help Richman Insurance Agency make an even bigger impact nationwide.

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Gladstone Wealth Partners is a hybrid wealth management RIA offering a multi-custodial platform with more than $13 billion in assets under management. Over its ten-year history, the innovative firm has achieved impressive growth by providing unmatched service and support to advisors and partners from a variety of backgrounds. Partnering with Integrity gives Gladstone access to comprehensive solutions designed to help advisors holistically support the life, health and wealth needs of their clients. Together, Gladstone and Integrity will bring the full resources of Wall Street to Main Street.

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Integrity is proud to announce a landmark union with Annexus! An influential national leader in insurance product design and development, Annexus has a special focus on crafting innovative annuities distributed exclusively through an elite network of top advisors. With this partnership, Annexus is ready to align their expertise, technology and resources with the Integrity platform to scale and grow at an even faster pace, with more than $7 billion in annuity premiums and $150 million in target life insurance premium expected this year alone. Together, we will build stronger futures by bringing more holistic life, health and wealth solutions to the Americans we serve.

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Over its 15-year history, PHP Agency has become famous for its energetic approach and youthful outlook inspired by their founder Patrick Bet-David. Although the Texas-based FMO has grown rapidly, its leaders know the opportunities to serve the life, health and wealth protection needs of American families are practically limitless. That’s why they’ve chosen to partner with Integrity. By adding Integrity’s extensive technology, products and resources to their own systems and processes, PHP Agency can better serve the needs of agents, advisors and consumers. It’s a winning combination all around.

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A family-run agency with deep-seated values and a strong, competitive spirit is ready to take a big leap forward. At Integrity, we’re ready to provide Legacy Insurance and Financial Services with the technology, systems and support they need to make the jump. Known for a high-touch, personalized approach that benefits agents and clients alike, the team at Legacy delivers life-changing solutions and guidance to the people they serve. Joining Integrity will provide the Utah-based agency with a springboard for the future — and a clear path to greater growth.

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Long known for putting the needs of agents and clients first, Phoenix, Arizona-based Statz Agency has earned a strong reputation for providing exceptional service. Now, the company is ready to further expand and grow and Integrity is ready to help. With Integrity’s comprehensive platform supporting them, the expert team at Statz Agency will be empowered to dream bigger and reach their long-term goals faster. It’s a partnership that makes it possible for Statz agents to serve more Americans, more efficiently — all while helping to drive Integrity’s mission forward.

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In just a few short years, Roanoke, Virginia-based Velocity Life Insurance Agency has grown to become an impactful business with a nationwide presence. The agency’s noteworthy and compassionate focus on helping agents develop successful careers will be further strengthened by joining Integrity. Through Integrity’s unmatched technology, products and resources, Velocity agents can better meet the needs of their clients. The partnership will amplify Integrity’s steadfast commitment to protecting the life, health and wealth of American families.

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Much of Integrity’s growth in serving the life, health and wealth needs of Americans has been driven by our commitment to partnership. It’s a commitment shared by Annuity Agents Alliance, a leading insurance marketing organization — and it is key to their decision to join the Integrity family. The Colorado-based Annuity Agents Alliance team has grown their business by providing unmatched training, service and support to their network of partner agents. Adding Integrity’s end-to-end offerings to the mix will greatly enhance the agency’s proven approach, while creating new opportunities to serve.

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For companies that have reached a high level of sustained success, partnering with Integrity opens the door to a new world of opportunities. We’re thrilled that SkyPoint Financial and Insurance Services has chosen to take that forward-thinking step. The Las Vegas, Nevada-based agency has grown rapidly by building a strong and committed team and adhering to a steady, people-first approach. Joining forces with Integrity will provide SkyPoint with world-class technology, resources and support designed to enhance service and accelerate growth.

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