Simplicity Commonwealth (Commonwealth Capital Brokerage) is a national insurance general agency that partners with professional agents and advisors to help them identify and deliver innovative, holistic planning strategies to their clients.

Simplicity supports advisors working with clients at the intersection of wealth accumulation and protection, by providing a holistic financial plan that maximizes investment aspirations while protecting hard-earned assets.

One Platform. Institutional Support.

Marketing

Branding
Lead Generation
Retention and Referrals

Sales

Product
Training
Support

Operations

Personnel
Technology
Processes

Our guiding principles inform everything we do…

Education

Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.

Value

Delivering best-in-class financial products that meet the holistic financial planning objectives.

Partnership

An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.

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