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Integrity Extends Medicare Distribution in Southwest with
Statz Agency Partnership
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Arizona IMO’s commitment to service and education combined
with Integrity’s innovative platform for growth will empower and benefit
agents and senior consumers
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DALLAS –
JULY 6, 2022 – Integrity Marketing
Group, LLC (“Integrity”), a leading distributor of life and health
insurance, and provider of wealth management and retirement planning
solutions, today announced it has acquired Statz Agency,
an independent marketing organization (“IMO”) based in Phoenix, Arizona.
As part of the acquisition, Suzanne
Tatz, Founder and CEO of Statz Agency, will become a Managing
Partner in Integrity. Financial terms of the acquisition were not
disclosed.
With a strong passion
for serving seniors, Statz Agency is committed to helping agents make
life and health insurance recommendations that are most beneficial to
their clients. Suzanne Tatz has taken a highly strategic approach to
building the agency over the past ten years, achieving many growth
milestones along the way by providing solutions coupled with knowledge
and dedication. Statz Agency has also made a significant impact in
communities by providing Medicare education that empowers seniors to make
informed decisions for protecting their health and wealth.
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“Suzanne Tatz is a
dedicated, hard-working and humble leader who will do whatever it takes
to ensure that Statz’ agents can accomplish their goals,” shared Bryan W.
Adams, Co-Founder and CEO of Integrity. “Integrity offers Statz Agency
the perfect combination of relationships, technology and proven support
that will help them soar to new heights. By accessing Integrity’s
groundbreaking resources and systems, we’ll see Statz Agency experience
the ‘Integrity Effect’ of amplified growth and success. Through steady
innovation, Integrity is setting the pace for the future of insurance.
I’m grateful that Suzanne and her team have joined us in our mission to
optimize the experience for all stakeholders and help more Americans
enjoy the safe and comfortable retirement they want and deserve.”
Statz Agency can deepen
its impact, increase efficiencies and expand growth opportunities by
leveraging Integrity’s extensive infrastructure of business services.
These functions encompass areas such as Technology & Innovation,
People & Culture, legal and compliance, and access to an
industry-leading advertising and marketing firm. Additionally, the
Integrity omnichannel platform is designed to help companies like Statz
Agency boost productivity and achieve its full potential. The platform’s
powerful end-to-end offerings include category-specific customer
relationship management software, broad and insightful data and
analytics, and continuous product development.
Additionally, Statz
Agency gains the ability to offer its employees meaningful company
ownership through the Integrity
Employee Ownership Plan.
“At Statz Agency, our
goal is to connect seniors with solutions that fit their needs while
providing excellent service,” explained Suzanne Tatz, Founder and CEO of
Statz Agency. “Our relationships with clients extend beyond just a sale
and we love that Integrity operates under the same philosophy. I feel
like I’m joining a larger family that holds the same core values that
Statz Agency was built on — it’s truly a partnership where everyone wins.
Our agents can now access Integrity’s technology-driven solutions to move
us forward to our next level of growth while our team members and I can
excel in the roles we love — networking and building agencies. In
addition, Integrity’s Employee Ownership Plan gives our employees the
chance to be part of a larger future than we could have provided to them
on our own. With Integrity by our side, our growth potential has no end
in sight and I’m personally thrilled to be a part of this extraordinary
team.”
Suzanne Tatz will join
like-minded leaders in the Integrity partner network, where teamwork is
fueling innovation that optimizes life, health and wealth solutions for
consumers. Comprised of industry legends and icons, these leaders are
defining best practices and strategies that improve insurance and
financial services processes across the board. Through collaboration,
Integrity partners are helping more Americans prepare for the good days
ahead.
For more information
about Statz Agency’s decision to partner with Integrity, view a video at www.integritymarketing.com/Statz.
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About
Integrity Marketing Group
Integrity, headquartered
in Dallas, Texas, is a leading distributor 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 6,000 employees work with more
than 450,000 agents and advisors who serve over 10 million clients
annually. In 2022, Integrity will help carriers place more than $12
billion in new sales and oversee 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 Statz
Agency
Headquartered in
Phoenix, Arizona, Statz Agency was founded by Suzanne Tatz to provide
greater consultative guidance to agents. The agency primarily focuses on
helping seniors understand their Medicare options and get the coverage
they need. With a mission to educate and assist, the Statz team empowers
clients to make informed decisions on how to protect their health, wealth
and future. With a commitment to providing quality solutions with honesty
and integrity, Statz agents help the seniors they serve prepare for the
future with confidence.
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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