DALLAS – AUGUST 23, 2022 – Integrity Marketing Group, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has entered into an agreement to acquire Senior Resource Services, an independent marketing organization based in Fayetteville, North Carolina. As part of the acquisition, Rob Williams, President and Founder of Senior Resource Services, will become a Managing Partner in Integrity. Financial terms of the acquisition were not disclosed.
Senior Resource Services offers Medicare Supplement plans, life insurance, long-term care planning and annuities for Medicare beneficiaries and retirees. The firm helps seniors obtain peace of mind about their future by creating thoughtful retirement solutions tailored to each client’s situation. Led by a knowledgeable and caring team of professionals with a well-earned reputation for putting clients’ needs first, Senior Resource Services has experienced significant growth, serving close to 20,000 Americans with over $25 million in annual paid premium.
Senior Resource Services will expand its technology and products for agents by leveraging Integrity’s omnichannel platform of systems and resources. These offerings include innovative product design, seamless customer relationship management software, a full suite of proprietary technology platforms and actionable data and analytics. The company can also streamline administrative tasks through Integrity’s centralized business services, which includes areas such as Technology & Innovation, People & Culture, finance, legal and compliance, as well as access to world-class marketing and advertising capabilities.
The Senior Resource Services team will also receive the exciting opportunity for meaningful company ownership in one of the nation’s fastest-growing companies through Integrity’s landmark Employee Ownership Plan.