
Compliant Events
Many agents use Educational or Sales events during AEP and a way to get in front of clients and generate new sales. Here are some guidelines to conduct these events compliantly: Sales Events – Formal vs Informal Formal Events are a more structured event using an audience/presenter type format. Informal Events utilize a less structured format; for example, a table, kiosk, etc. that is manned by a sales representative where consumers must initiate the conversations. A common informal sales event is staffing a kiosk in a retail location. An Educational Event is an event designed to inform Medicare beneficiaries about Medicare Advantage, Prescription Drug, or other Medicare programs and does not include marketing activities (i.e. the event sponsor does not steer, or attempt to steer, potential enrollees toward a specific plan or limited number of plans). Things to Remember about […]
Integrity Continues to Expand Platform by Adding Innovative IMO The Leazer Group
Integrity Continues to Expand Platform by Adding Innovative IMO The Leazer Group In a move to provide agents with more expansive insurtech offerings, The Leazer Group joins Integrity’s partner network DALLAS – JULY 7, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has entered into an agreement to acquire The Leazer Group, a rapidly growing independent marketing organization (IMO) headquartered in Raleigh, North Carolina. As part of the acquisition, Art Leazer, CEO of The Leazer Group, will become a Managing Partner in Integrity. Financial terms of the transaction were not disclosed. “The Leazer Group has already experienced tremendous success, yet they recognize the impact of what we’re building at Integrity and have caught the vision of the resources we can offer their agents,” said Bryan W. […]
Addition of Tech-Savvy and Creative Carolina Senior Marketing Further Strengthens Integrity Platform
Addition of Tech-Savvy and Creative Carolina Senior Marketing Further Strengthens Integrity Platform By partnering with Integrity, Carolina Senior Marketing will gain access to innovative and expansive marketing resources and new technology to strengthen their agent offerings DALLAS – JUNE 29, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired Carolina Senior Marketing, a full service field marketing organization (FMO) headquartered in Cary, North Carolina. As part of the acquisition, Dustin Alipour, CEO of Carolina Senior Marketing, will become a Managing Partner in Integrity. Financial terms of the transaction were not disclosed. “Dustin is an extremely dynamic leader and we are so excited to partner with him. Integrity will provide Dustin and his exceptional team with expansive resources and support to grow his business to the […]
Integrity Continues Rapid Expansion by Acquiring Leading Life Insurance Distributor Theodore Group
Integrity Continues Rapid Expansion by Acquiring Leading Life Insurance Distributor Theodore GroupFlorida-based agency joins Integrity to accelerate momentum and gain access to Integrity’s proprietary technology, resources and best-in-class support DALLAS – June 15, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired Theodore Group, a leading distributor of life insurance based in Kissimmee, Florida. As part of the acquisition, Nick Theodore, CEO of Theodore Group, and Cindi Theodore, COO of Theodore Group, will become Managing Partners in Integrity. Financial terms of the transaction were not disclosed. Theodore Group is in good company with insurance legends nationwide who have joined Integrity’s fast-growing network. Since their 2009 inception, Theodore Group has experienced rapid growth and recognition by focusing on providing exceptional service and support to agents. In […]
Integrity Expands Life Insurance Distribution with Acquisition of Anthony Insurance Agency
Integrity Expands Life Insurance Distribution with Acquisition of Anthony Insurance Agency Anthony Insurance joins forces with Integrity to utilize the proprietary products, technology, tools and resources available exclusively to agents within the Integrity platform DALLAS – May 18, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired Anthony Insurance Agency (“Anthony Insurance”), a field marketing organization (FMO) based in Boca Raton, Florida. As part of the transaction, Eric Anthony, Sr., President of Anthony Insurance, will become a Managing Partner at Integrity. Financial terms of the transaction were not disclosed. Anthony Insurance is the most recent industry leader to join Integrity’s expansive partner network. With more than two decades of sales and business experience, Eric Anthony has led the agency through rapid growth since its inception. […]
Integrity Continues to Innovate Insurance with Acquisition of Data Analytics Company Deft Research
Integrity Continues to Innovate Insurance with Acquisition of Data Analytics Company Deft ResearchPartnership of industry-leading market research and insights firm with Integrity will keep consumers’ voices at the forefront of health insurance decisions DALLAS – April 20, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, announced today its acquisition of Deft Research, LLC (“Deft Research”), the healthcare industry’s leading source for consumer and market data. As part of the acquisition, Deft Research Co-Founders Randy Herman, Dan Freier and Rich Hamer, along with Executive Vice President George Dippel and Senior Vice President Tim Brousseau, will become Managing Partners in Integrity. All of Deft Research’s employees will continue in their current positions. Financial terms of the transaction were not disclosed. Over the last 15 years, Deft Research has developed a full […]
Polcyn Insurance Joins Forces with Integrity to Fuel Next Stage of Explosive Growth
Acquisition of dynamic IMO expands Integrity’s life insurance sales offering while giving Polcyn Insurance access to industry-leading resources and technology DALLAS – April 13, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired Polcyn Insurance and Financial Services (“Polcyn Insurance”), an independent marketing organization (“IMO”) based in Chandler, Arizona. As part of the transaction, Grady Polcyn, President of Polcyn Insurance, will become a Managing Partner of Integrity. Financial terms of the transaction were not disclosed. Polcyn Insurance is a business that has achieved remarkable sales metrics since its inception, providing life insurance products through 6,000 agents nationwide. In 2020, the company helped more than 78,000 Americans secure their financial futures by placing over $30 million in annual paid premium. As a company, their devotion and […]
Kellogg Insurance Partners with Integrity to Amplify Growth and Honor Founder’s Legacy
Kellogg Insurance Partners with Integrity to Amplify Growth and Honor Founder’s LegacyIntegrity’s cutting-edge technology, platform of services and shared values will fuel Kellogg Insurance’s business growth to better serve Americans DALLAS – April 6, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired Kellogg Insurance Marketing (“Kellogg Insurance”), a leading insurance marketing organization (IMO) based in Draper, Utah. As part of the transaction, Kevin Owens, President of Kellogg Insurance, will become a Managing Partner in Integrity. Financial terms of the transaction were not disclosed. Kellogg Insurance founder, Ron Kellogg, joined the insurance industry in 1968 and spent his career serving the senior market. With a passion for recruiting and connecting with agents, he founded Kellogg Insurance in 1998, developing a system that treated agents like […]
Integrity Expands Presence in Pacific Northwest with Acquisition of Modern Insurance
Integrity Expands Presence in Pacific Northwest with Acquisition of Modern Insurance Integrity’s revolutionary platform and resources will support Medicare-focused IMO to better serve its agents and their clients DALLAS – March 30, 2021 – Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has acquired Modern Insurance Marketing, Inc. (“Modern Insurance”), an independent marketing organization (“IMO”) based in Wilsonville, Oregon. As part of the acquisition, Greg Osborne, President of Modern Insurance, will become a Managing Partner in Integrity. Financial terms of the transaction were not disclosed. “As we strive to transform insurance, we believe it is important to partner with seasoned leaders like Greg Osborne that are focused on world-class service and technology enhancements to better serve their agents and agencies,” said Bryan W. Adams, Co-Founder and CEO of […]