The Assurance Group—One of the Nation’s Largest Insurance
Marketing Organizations—Joins Integrity to Accelerate Growth
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TAG’s 30 Regional Sales Offices and robust lead business,
Leads2Success, will thrive with Integrity’s added resources
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DALLAS – October 7, 2020 – Integrity Marketing
Group, LLC (“Integrity”), the nation’s
largest independent distributor of life and health insurance products, today
announced it has acquired The Assurance Group, one of the nation’s
largest and fastest growing insurance marketing organizations (IMOs). The
acquisition also includes Leads2Success, The Assurance Group’s affiliated
lead generation company. As part of the acquisition, Ed and Beverly
Shackelford will become Managing Partners in Integrity. Financial terms
of the transaction were not disclosed.
In 1988, Ed Shackelford
launched Piedmont Brokerage, which became The Assurance Group. Under
Shackelford’s leadership, The Assurance Group and its 120 employees have
experienced a 40 percent year-over-year organic sales growth rate for the
past several years. Their 600 career agents and 5,000 brokerage agents
are heavily focused on the senior market and support the retirement needs
of more than 70,000 Americans with industry-leading Medicare, life and
annuity products. In 2020, The Assurance Group expects to produce total
annual premium of more than $250 million.
Beverly Shackelford
founded Leads2Success in 2004 to support the agency’s growing group of
sales professionals. Now under the leadership of their daughters, Brooke
Mitchell and Brittany Bowles, Leads2Success provides direct mail services
and lead lists—mailing more than 50 million pieces per year. By combining
Leads2Success’ deep expertise in lead sourcing with Integrity’s resources
and network of partners, The Assurance Group will now be able to scale
faster than it ever has before.
“Family has always been
central to the Shackelford’s business and we’re thrilled that they are
now part of our Integrity family,” said Bryan W. Adams, Co-Founder and
CEO of Integrity. “Companies like The Assurance Group join the Integrity
platform to accelerate growth and accomplish more than they could on
their own. We know that The Assurance Group has an exciting future ahead
and together we will achieve new milestones and serve more Americans with
their life and health insurance needs.”
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“At The Assurance Group,
our focus has always been centered on building our business, but we
recognized that in order to achieve the exponential growth we knew was
possible, we needed a partner who could help us scale,” said Ed
Shackelford. “By joining Integrity, you’re not selling your business, but
partnering with industry leaders to achieve more without taking all of
the risks on your own. The employee ownership opportunities, resources
and access to industry talent we receive through Integrity have left me
with no doubt that this was the right decision at the right time. I have
been impressed by what Integrity has built. The exclusive
technology-enabled sales platform provided to their agents will now be
available to our field force. I can’t even imagine the heights we will
reach as an Integrity partner.”
Renowned for its emphasis on agent career development, The
Assurance Group has partnered with Integrity to bring ownership
opportunities to their employees and enhanced resources and capabilities
to their agents. The Assurance Group’s employees will receive meaningful
company ownership for the first time through Integrity's
Employee Ownership Plan. In addition, agents can now achieve
growth goals by combining Leads2Success’ proven leads management and
delivery system with Integrity’s extensive technology solutions. These
include tools such as online quoting, enrollment and CRM capabilities.
The partnership also includes access to Integrity’s large-scale
infrastructure, which incorporates marketing, accounting, product
development and human resources.
“Building our team has
always been the most important aspect of our business, whether it’s by
providing exemplary training or supporting them with high quality leads,”
said Beverly Shackelford. “With access to the Integrity platform, our
agents receive the full range of marketing and delivery services to truly
diversify and scale their business. We know we’re stronger together and
we’re excited about all Integrity can offer our agents and employees.”
“At Integrity, we
believe in investing in great leaders,” said Steve Young, Chairman of the
Board of Integrity. “It’s been exciting to watch the Shackelfords grow
their business and then help them determine the right time to secure
their legacy. Partnership is crucial to drive future growth and we know
incredible opportunities are in store for The Assurance Group as an
Integrity partner.”
To learn more about The
Assurance Group’s decision to partner with Integrity, view a video at: www.integritymarketing.com/TheAssuranceGroup.
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About Integrity Marketing Group
Integrity Marketing
Group, headquartered in Dallas, Texas, is the leading independent
distributor of life and health insurance products focused on serving
Americans. Integrity develops exclusive products with insurance carrier
partners and markets these products through its distribution network that
includes other large insurance agencies throughout the country.
Integrity’s over 1,500 employees work with more than 275,000 independent
agents who service over six million clients annually. In 2020, Integrity
expects to help insurance carriers place $3 billion in new premium. For
more information, visit www.integritymarketing.com.
About The
Assurance Group
The Assurance Group’s career
agency network operates from 30 regional sales office locations
throughout the United States and serves more than 70,000 Americans
annually. Focusing on the senior market, The Assurance Group’s career
agents support the retirement needs of their clients with Medicare, life
and annuity products. Additionally, The Assurance Group holds nearly 500
retirement seminars annually to educate consumers on the important
decisions necessary to ensure a well-planned retirement. The Assurance
Group was founded in 1988 and is headquartered in Archdale, North
Carolina. For more information, visit www.assuregrp.com.
Media Contact:
Rachel
Aird, Public Relations Director
ThomasARTS
press@thomasarts.com
801-706-7005
Partnership Inquiries:
Eric
Pederson, Vice President of Business Development
Integrity
Marketing Group
eric.pederson@integritymarketing.com
866-650-1857
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