Simplicity Life Partnership Brings Late-Stage College Funding And Planning To Millions Of Families

Strategic high-level partnership with College Funding Evolution is a gamechanger in the college planning and funding space.

Monticello, MN – Simplicity Life and College Funding Evolution (CFE) form a powerhouse combination to allow agents to grow their customer base exponentially. Simplicity Life advisors will benefit from the robust suite of funding and planning tools this partnership provides. Simplicity Life and CFE deliver a world class roadmap to a successful career in financial services, the turnkey urgency-based marketing system provides step by step instruction.

“College Funding Evolution brings to the marketplace a truly all-encompassing sales system. From leads, to a sales methodology and proven process, plus multiple revenue streams for the agent, this unique system will be a huge addition to the Simplicity Life sales platform. Our goal is to help our agents grow their sales and the CFE system will accomplish this goal day one,” says Jacob Stern, Principal and President of Simplicity Life.

Aligning with College Funding Evolution opens agent opportunities in another new and exciting arena, late stage families planning for college. The CFE platform will be streamlined across Simplicity Life and made available to all advisors, partner organizations, and financial institutions.

John McDonough, President and CEO says, “The partnership between College Funding Evolution and Simplicity Life will allow us to reach more advisors and thus more families at a critical stage in their college and financial planning journey. Growing up in the financial services industry, I’ve witnessed Simplicity Life become one of the nation’s largest financial marketing organizations. We are honored and excited to partner together.”

Simplicity Life’s forty plus-years of comprehensive industry knowledge and technology-driven sales tools allows producers to provide real solutions for their clients. This collaboration between Simplicity Life and College Funding Evolution benefits the entire Simplicity Group Holdings.

Simplicity Group Holdings has acquired and owns nine insurance distribution businesses and is one of the nation’s largest financial marketing organizations–providing annuity, life insurance, and retirement solutions to independent insurance professionals, financial advisors and their clients through its operating subsidiaries.