Independent Planners Group
Independent Planners Group is a Scottsdale, Arizona-based insurance distribution and agent-services firm founded in 1991. It distributes life, disability, annuity, and long-term care products through licensed agents and advisors using the Simplicity Agent Center subscription portal for contracting, marketing tools, and training.
- Company typePrivate
- Founded1991
- HeadquartersScottsdale, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Independent Planners Group does
Independent Planners Group is a privately held US insurance distribution and agent-services organization founded in 1991 and headquartered in Scottsdale, Arizona, with the operating entity branded under the Simplicity family. It offers life and disability insurance, annuities, long-term care, and benefit products through a network of licensed insurance agents, financial advisors, and producer support staff. Its commercial core is the Simplicity Agent Center — a web-based single sign-on portal that consolidates proprietary content, carrier contracting, business and production tracking, turnkey presentations, customizable marketing materials, and exclusive training for practitioners building or scaling an insurance and financial services practice. The business generates revenue primarily through agent-access subscriptions and affiliations to the platform, distributed via a hybrid motion: dedicated Simplicity Representatives provide instant, white-glove onboarding for production agents, while a self-service registration path serves smaller users subject to a validation queue; both flows are restricted to US residents aged 18+ under Delaware-governed terms. Operationally the company runs lean (11-50 employees), with no disclosed institutional funding, M&A activity, or expansion beyond the US market, indicating a stable, owner-operated distribution support business rather than a venture-backed scale platform.
Independent Planners Group firmographics
Firmographics- Name
- Independent Planners Group
- Legal name
- Simplicity Financial Marketing Holdings Inc.
- Website
- https://ipg-us.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Independent Planners Group is a Scottsdale, Arizona-based insurance distribution and agent-services firm founded in 1991. It distributes life, disability, annuity, and long-term care products through licensed agents and advisors using the Simplicity Agent Center subscription portal for contracting, marketing tools, and training.
- Ownership category
- akta.pro rank
Independent Planners Group industry classification
Industry- Product category
- Insurance Distribution and Agent Services
- NAICS
- Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311), Accident & Health Insurance (6321)
- akta.pro primary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
- akta.pro secondary industries
- Retirement Income Planning & Decumulation Advisory (FSAEABAD), Worksite Supplemental Life Insurance (Voluntary Life) (FSAIAMAF)
Keywords
Where Independent Planners Group is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Independent Planners Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Agent Subscription/Access Fees: The platform provides tools, resources, and contracting services to insurance agents and financial advisors. Revenue is generated through agent access subscriptions to the Simplicity Agent Center platform, which offers proprietary content, industry tools, business tracking, and marketing materials.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels1 record
Independent Planners Group product offering
Product offeringCore offering
Independent Planners Group distributes life and disability insurance, annuities, long-term care solutions, and benefit products through licensed insurance agents and financial advisors. The company operates the Simplicity Agent Center, a proprietary web-based single sign-on platform that consolidates proprietary content, industry tools, business tracking, contracting management, turnkey presentations, and customizable marketing materials for agents to build and scale their practices.
Product overview
Simplicity Agent Center is a single, unified all-in-one platform designed to help insurance and financial services agents build and scale their practice. It integrates a centralized business hub with single sign-on access, business tracking and contracting tools, sales and marketing resources (including turnkey presentations and customizable marketing materials), and exclusive proprietary tools and training content. The legacy Simplicity Portal remains active for Firelight and marketing material access.
Differentiator
Problem solved
Functional benefit
Products and services
- Simplicity Agent Center A web-based single sign-on platform that serves as a centralized business hub for licensed insurance agents and financial advisors. It provides proprietary content, leading industry tools, personalized contracting and production updates, turnkey presentations, customizable marketing materials, and exclusive training resources to help agents build and scale their practices.
- Insurance Product Distribution Services Distribution services for life insurance, disability insurance, annuities, long-term care insurance, and employee benefit products. The company provides these insurance solutions through its network of licensed insurance agents and financial advisors to end clients across the United States.
- Simplicity Portal (Legacy) Legacy web portal providing agents with access to Firelight tools and marketing materials. It remains active in parallel with the newer Simplicity Agent Center platform for agents continuing to use it for marketing and tool access.
Companies that use Independent Planners Group
Customer profileSegments1 record
Ideal customer profiles1 record
Independent Planners Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Independent Planners Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights3 records
Independent Planners Group competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Independent Planners Group social profiles
Digital presenceIndependent Planners Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Independent Planners Group leadership team
Management profileNumber of profiles
Independent Planners Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Independent Planners Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Independent Planners Group
What does Independent Planners Group do?
Independent Planners Group distributes life and disability insurance, annuities, long-term care solutions, and benefit products through licensed insurance agents and financial advisors. The company operates the Simplicity Agent Center, a proprietary web-based single sign-on platform that consolidates proprietary content, industry tools, business tracking, contracting management, turnkey presentations, and customizable marketing materials for agents to build and scale their practices.
Is Independent Planners Group a public or private company?
Independent Planners Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Independent Planners Group founded?
Independent Planners Group was founded in 1991. It employs 11 to 50 people.
Where is Independent Planners Group based?
Independent Planners Group is headquartered in Scottsdale, United States, in the North America region.
How does Independent Planners Group make money?
One revenue line is on record: agent Subscription/Access Fees.
Does Independent Planners Group have an API?
No public API is recorded for Independent Planners Group.
What industry is Independent Planners Group in?
Independent Planners Group's product category is Insurance Distribution and Agent Services. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory, with a secondary code of FSAEABAD, Retirement Income Planning & Decumulation Advisory. Its NAICS code is 524210 and its SIC code is 6411.