Integrity Marketing Group Acquires The Assurance Group (and Leads2Success)

Integrity Marketing Group Acquires American Business

August 16, 2022

Insurance

Integrity Marketing Group acquired American Business, a New York–based life insurance agency serving high-net-worth clients. The deal brings American Business into Integrity's partner network to leverage Integrity's technology, product development and centralized services to scale distribution and enhance offerings for affluent clients.

Integrity Marketing Group Acquires Southern Insurance Group

August 18, 2020

Insurance

Integrity Marketing Group, the Dallas-based distributor of life and health insurance products, has acquired Southern Insurance Group, a Tennessee-based field marketing organization specializing in Medicare Advantage. Southern Insurance's leadership team (the Gilliam family) will become owners in Integrity; financial terms were not disclosed.

Integrity Marketing Group Acquires Theodore Group

June 15, 2021

Insurance

Integrity Marketing Group, a Dallas-based distributor of life and health insurance products, has acquired Theodore Group, a Kissimmee, Florida-based life insurance distribution agency. Theodore Group's founders will join Integrity as Managing Partners and the agency will gain access to Integrity's proprietary technology, marketing, and back-office resources to accelerate growth.

Integrity Marketing Group Acquires LifeSmart Senior Services

March 10, 2020

Insurance

Integrity Marketing Group, a Dallas-based insurance distribution platform, acquired LifeSmart Senior Services, a Medicare marketing organization based in Elgin/Chicago, Illinois. As part of the transaction LifeSmart founder Richard Kozlowski became an owner in Integrity; financial terms were not disclosed. The deal brings LifeSmart into Integrity’s family of companies to accelerate growth by leveraging Integrity’s sales, marketing and shared services resources.

Integrity Marketing Group Acquires Gladstone Wealth Partners

August 3, 2022

Financial Services

Integrity Marketing Group has entered into an agreement to acquire Gladstone Wealth Partners, a hybrid RIA overseeing more than $13 billion in assets under management. The deal brings Gladstone’s wealth-management capabilities into Integrity’s life and health insurance and insurtech platform to deliver more holistic life, health and wealth solutions; financial terms were not disclosed and the transaction is subject to regulatory approval.

Harvest Partners and HGGC Invest in Integrity Marketing Group

August 28, 2019

Insurance

Funds managed by Harvest Partners completed a growth investment in Integrity Marketing Group alongside existing investor HGGC and Integrity management to accelerate the company's expansion in the senior life and health insurance market. The capital will support continued organic and acquisitive growth, with plans to invest in technology and talent to expand Integrity's national partnership-based distribution strategy.