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Senior Advisory Insurance Services Expands Agent
Opportunities by Partnering with Integrity
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Integrity’s omnichannel insurtech platform will help the
Medicare-focused IMO provide a wider set of solutions and achieve new
levels of growth
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DALLAS –
FEBRUARY 10, 2022 – Integrity
Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in
life, health and wealth solutions, today announced it has acquired Senior
Advisory Insurance Services (“Senior Advisory Insurance”),
an independent marketing organization (“IMO”) based in Upstate New
York. As part of the acquisition, John
Kulakowski, CEO of Senior Advisory Insurance Services, will
become a Managing Partner in Integrity. Financial terms of the
transaction were not disclosed.
“John has always been
a high achiever and he quickly understood the vision of what we are
building at Integrity,” shared Bryan W. Adams, Co-Founder and CEO of
Integrity Marketing Group. “Senior Advisory Insurance has already
achieved remarkable success by treating their agents like a
championship team. They can now give their team access to Integrity’s
omnichannel insurtech platform and full suite of resources, which will
help them continue their growth and improve the lives of their agents
and consumers. We’re thrilled that Senior Advisory Insurance will now
become part of our roster as we work to transform the insurance
industry together and help more Americans protect their life, health
and wealth.”
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After more than a
decade of building strong relationships with agents and carriers,
Senior Advisory Insurance has become renowned for high-quality service
to its growing client base. The company provides Medicare products to
the senior market in the Northeast region. Senior Advisory Insurance
currently serves more than 20,000 Americans and it continues to
experience impressive growth milestones each year.
“At Senior Advisory
Insurance, our vision is to help families and support our members. We
quickly realized that Integrity has an aligned vision,” said John
Kulakowski, CEO of Senior Advisory Insurance Services. “I am dedicated
to growing and strengthening our team of agents with the resources and
support they need to be successful. Integrity has the leading
technology and platform to help us serve more people and ensure our
company stays strong for years to come. I’m so excited about where
Senior Advisory Insurance is headed now that we are part of Integrity.”
Senior Advisory
Insurance will expand its opportunities by joining Integrity’s rapidly
growing partner network. These industry leaders collaborate on best
practices and strategies to improve the insurance process for
stakeholders and consumers.
In addition,
Integrity’s omnichannel insurtech platform and proprietary resources
are now available for Senior Advisory Insurance to utilize. The
innovative platform encompasses quoting and enrollment systems, CRM,
product development, and extensive data and analytics capabilities.
Integrity’s business infrastructure of shared services creates
bandwidth for the Senior Advisory Insurance team to focus valuable time
on growth strategies. These shared services include IT, human
resources, legal and compliance, and access to a world-class
advertising and marketing agency.
All Integrity partners
can offer their employees meaningful company ownership through the Integrity
Employee Ownership Plan.
“An Integrity
partnership not only provides me with the platforms I need to take our
business to the next level — it also gives my employees the benefits
they deserve,” explained Kulakowski. “The Integrity Employee Ownership
Plan will empower my team to move forward with a shared vision for the
future, and we can’t wait to get started.”
For more information
about Senior Advisory Insurance Service’s partnership with Integrity,
view a video at www.integritymarketing.com/SeniorAdvisory.
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About
Integrity Marketing Group
Integrity,
headquartered in Dallas, Texas, is an omnichannel insurtech leader
of life and health insurance, and provider of innovative solutions for
wealth management and retirement planning. Through its partner
network, Integrity helps millions of Americans protect their life,
health and wealth with a commitment to meet them wherever they are — in
person, over the phone and online. Integrity’s cutting-edge
technology helps streamline the insurance and financial planning
experience for all stakeholders. In addition, Integrity
develops products with carrier partners and markets them through its
distribution network of agencies, brokerages and
RIAs throughout the nation. Integrity’s nearly 5,500 employees
work with more than 420,000 agents and advisors who serve over 10
million clients annually. In 2021, Integrity helped carriers place more
than $7 billion in new sales and oversaw more than
$20 billion of assets under management and advisement through
its RIA and broker-dealer platforms. For more information, visit www.integritymarketing.com.
About
Senior Advisory Insurance Services
Senior Advisory
Insurance Services, headquartered in Cicero, New York, is one of New
York’s leading Medicare Advantage and Supplement providers. The company
focuses on helping Medicare beneficiaries select the appropriate plan
to meet their healthcare needs. For more information, visit www.senioradvisoryinsurance.com.
Media
Contact:
Rachel Aird, Public Relations Director
Integrity Marketing
Group
press@integritymarketing.com
801-706-7005
Partnership
Inquiries:
Eric Pederson, Vice President of Business
Development
Integrity Marketing
Group
partnership@integritymarketing.com
866-650-1857
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Integrity Marketing Group, 1445 Ross Avenue, 22nd Floor,
Dallas, TX 75202, 866-650-1857
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