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Wescom Financial Services and Simplicity Life Partner for Insurance Services

Strategic partnership between Wescom Financial Services and Simplicity Life formed to enhance
insurance offering and increase sales opportunities.

Encinitas, CA, June 15, 2019 --(PR.com)-- Wescom Financial Services and Simplicity Life have formed
a strategic partnership to enhance, expand, and provide more insurance sales support for Wescom
Financial Services Advisors and Member Services Representatives. Wescom Financial Services went
through an extensive RFP and search process in the latter half of 2018 to determine which industry
partner would best support their ever-expanding investment program. Through this search, Wescom
Financial Services has selected Simplicity Life to be their exclusive third-party provider of fixed and
index annuities.

“Aligning with Simplicity Life will allow the Wescom Financial Services Advisors and Member Services
Representatives to leverage the industry leading platform Simplicity Life has built for the financial
institution channel over the past twenty years. Simplicity Life will provide onsite wholesaling support, in
person and virtual training, support of marketing and outreach to existing and new Wescom Financial
Services account holders in addition to back-office support in streamlining the sales process,” said
Jonathon Allen, President, Wescom Financial Services.

“Wescom is a highly respected program in the institutional space, and very unique in that the Credit
Union owns its own Broker Dealer. The platform program that Wescom has cultivated over the past two
decades is second to none, and the advisors are all top performers. Wescom's culture of service and
excellence fits well with the Simplicity Life service model and we feel fortunate to be involved with such
an exceptional organization,” said Heidi Williams, Vice President, Simplicity Life.

About Wescom Financial Services


For more than a decade, Wescom Financial Services (WFS) has been offering full-service, investment
services to Wescom Credit Union members. Now with more than 13,000 accounts, WFS manages assets
of over $1 billion.

As a wholly-owned subsidiary of Wescom Credit Union, WFS stays true to the Wescom experience
delivering the highest standard of service and personalized attention that members have come to expect
from their Credit Union.

WFS understands that each member's financial plan is unique. Its team of experienced WFS Investment
Representatives is dedicated to understanding each member's specific financial goals while providing
valuable advice needed to make informed decisions about stocks, bonds, mutual funds, annuities,
insurance, and retirement products.

About Simplicity Life


Simplicity Life's forty plus-years of comprehensive industry knowledge and technology-driven sales tools
allow producers to provide real solutions for their clients. Simplicity Life has a focus in the financial

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institution marketplace including broker-dealers, banks, and credit unions to provide real industry
knowledge and support to build sales with fixed and index insurance products.

Simplicity Life is part of Simplicity Group Holdings which has acquired and owns eleven insurance
distribution businesses and is one of the nation's largest financial marketing organizations. Simplicity is
transforming the financial services industry by unifying the strengths and passions of its leadership and
partners to create solutions that help advisors provide the utmost service for their clients.

Media Contacts:

Wescom Financial Services


Melissa Penn
323-605-3361 (direct)
mpenn@grailbrands.com

Simplicity Life
Heidi Williams
360-539-0077 (direct)
hwilliams@simplicitylife.com

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Contact Information:
Simplicity Life
Ashley Paulsen
800-921-3100
Contact via Email
www.simplicitylife.com

Online Version of Press Release:


You can read the online version of this press release at: https://www.pr.com/press-release/787397

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