Steve Heller,
VP Business Development

Steven Heller, CES is the VP of Business Development at Simplicity UFC, bringing more than 40 years of experience in financial services.

Do the Right Thing For Your Clients.

Let's Talk About Your Practice

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What We Bring to Your Practice

Support Built for Independent Advisors

Advanced Planning and Case Design

Complex cases don't have to slow you down. Our internal Expert's Desk gives you direct access to advanced planning support, so you can bring more to the table for high-net-worth clients without carrying the whole load yourself.

Advisor Growth Programs

Whether you're looking to grow production, add capabilities, or build a stronger client-facing process, we have programs designed to move the needle. This is infrastructure built to work the way your practice actually works.

Marketing, Branding, and Sales Tools

We give advisors branded, client-ready sales tracks and campaign tools they can actually use — no starting from scratch on every conversation. Studio One and our marketing services are built to help you reach more qualified prospects consistently.

Carrier Access and Product Support

Simplicity works with more than 70 insurance carriers across annuity, life, IUL, long-term care, and disability products. If you've ever felt limited by your current options, that changes fast when you have access to the full market.

Success Story

A $100M Client.
A Real Problem. A Real Plan.

A client with significant assets and no estate plan in place was facing a serious future tax liability. Through coordinated trust strategies and a life insurance approach held outside the estate, the team helped protect the family's wealth across generations without forcing a sale of core assets.

The advisors who grow consistently aren't doing it alone.

The right partner brings you expertise, strategies pertinent to your clients’ individual needs, and support that compounds over time.

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