Winning Culture and Proven Ownership Model Attracts Tri-State Financial to Partner with Integrity
In 2020, Tri-State expects to produce more than $35 million of annualized paid life insurance premium through mortgage protection, final expense and annuities products while serving up to 20,000 Americans annually. Complementing Integrity’s rapidly growing portfolio of acquisitions, this partnership expands Integrity’s ability to protect more American families and further strengthens its leadership position in the life insurance industry.
Integrity Continues Industry-Leading Growth with the Addition of Equis Financial
Partnership with Equis Financial increases Integrity’s presence in the life insurance and final expense market. Equis and Integrity share many core values, which have prepared both companies for success. In 2020, Equis expects to produce over $100 million of annualized premium through final expense, mortgage protection, living benefits and financial planning products.
Integrity Expands to Serve More Americans by Acquiring The Brokerage Resource
Integrity expands to serve more Americans by acquiring The Brokerage Resource. The Brokerage Resource is recognized for their knowledge and experience in the life and health insurance space. They are experts in the ever-changing senior healthcare marketplace and are a national leader in Medicare Supplement insurance.
Integrity Announces Employee Ownership Plan; Nearly $50 Million Paid Out to Employees
Integrity, the nation’s largest independent distributor of life and health insurance products, today announced the completion of a new Employee Ownership Plan providing meaningful ownership to all of Integrity’s eligible employees, at no cost to them. This represents a plan for all of Integrity’s 750 employees from every level at more than 30 brands around the country. In addition, employees of newly-acquired businesses will also join the ownership program, giving everyone the opportunity to share in the combined success of the overall Integrity platform.
Integrity Marketing Group is the nation’s leading independent distributor of life and health insurance products focused on serving the Senior Market. From Medicare to Final Expense we understand the market space.
Founded in 2006, Integrity develops products with insurance carrier partners and markets these products through its distribution network with over 225,000 independent agents. Integrity serves over one million clients a year with almost 500+ employees. In 2019, Integrity will help insurance carriers place almost $2 billion in new premium.
This coast-to-coast reach allows us to enter a market quickly, profitably and effectively. With proven distribution relationships, we now serve as the marketing resource for many large insurance companies.
We combine the needs of insurance companies and major distribution channels by providing unique product design and proven marketing systems. We also streamline the sales process to increase profitability across the value chain. Our expertise in the senior market allows us to partner with some of the nation’s largest insurance carriers.
Integrity is headquartered in Dallas, Texas with offices in Mesa, Arizona; Burmingham & Hoover, Alabama; Hot Springs & Little Rock, Arkansas; Newport Beach, California; Clinton & Uncasville, Connecticut; Lakewood Ranch, Sarasota & Melbourne, Florida; Idaho Falls, Idaho; Atlanta, Woodstock, LaGrange & Lawrenceville, Georgia; Cedar Rapids, Iowa; Olathe, Kansas; Rockville, Maryland; Grand Haven, Michigan; Griggsville & Chicago Illinois; Plymouth & Minneapolis, Minnesota; Norfolk & Omaha, Nebraska; Las Vegas, Nevada; New York City, New York; Apex, Raleigh & Winston-Salem, North Carolina; Cincinnati, Cleveland & Columbus, Ohio; Pittsburgh, Pennsylvania; Greenville, South Carolina; Austin, Fort Worth, Dallas & Waco, Texas; Salt Lake City, Utah; Washington D.C.; Olathe, Kansas; Yakima, Washington; Appleton & La Crosse, Wisconsin; St. Albans & Charleston, West Virginia;
New Clients a Year
- Shared carrier relationships
- Exclusive product development
- Proprietary sales and marketing systems
- Expanded distribution channels
- Best-practice collaboration
- Centralized accounting and auditing
- System consolidation
- Centralized Human Resources
- Financial planning and analysis
- Tax administration
- Centralized technology
- Profit from proprietary products
- Profit from shared products
- Investment opportunities
- Benefit from economies of scale
- Platform synergy
“They truly have “integrity” in all that they do and I’m excited to partner with them as we all take GoldenCare and Integrity to the next level.”
"Most agencies and marketing organizations are out on their own island, doing their own thing. Integrity is about building a bridge to the mainland, making many things in life more simple."
“Tom and I have kept that “broker first” commitment as we have grown the business and we cannot imagine partnering with anyone but Integrity for our next phase of growth.”
"When you reach a certain point owning your own agency, you wonder what the next level is and how it's going to look. Integrity Marketing Group provides succession planning built the way that works for you."
"As one of the original members of Integrity, this was a natural fit for Premier as we look for ways to continue to grow our company and we are better positioned to take advantage of new opportunities."
"For entrepreneurs like us, this decision was not made lightly, and it was a step we would only take if we were sure that we had the right partner. It was clear that Integrity not only believed in our vision for the company, but they also believed in the way we had grown the business and wanted to support us going forward."
"When you look at what Integrity has done in the market's they focus on, it's impressive. Joining this platform is not 1+1=2. It's more like 1+1=5. Synergy and shared services allows you to focus on what you do best. "
"I am very excited to pass the ABL torch to Integrity. We have both been in the same business for almost 40 years, and it was very important for me to transition to someone who understands our business and will continue to take care of our valued employees and agents."