Creating the Preeminent Partnership — With Bruce Donaldson
November 21, 2024 by Paul Feldman
The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.
Since its formation in 2016, Simplicity has continued to build its success through a series of acquisitions, improving its One Simplicity platform for agents and advisors and, more recently, enabling further reach into the wealth-building side of the business.
“We all know that there is a better way to hedge longevity risk and only one way to address mortality risk — and that’s with insurance products.
Click HERE to read the full story via INN
Wink’s Moore on the Market: I am just catching-up on my reading today.
Paging through this month’s InsuranceNewsNet magazine, I see that Paul Feldman has a great interview with my dear friend Bruce Donaldson from Simplicity Group.
I want to leave you today, with this quote by Bruce:
“The days of Ken Fisher banging the drum and trying to get everyone to look at commissions- ignoring the fact that fiduciary advice and sound holistic financial planning require the use of protection products- are going to wane.” -sjm
